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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,333 | $106,864-59.5% | $147,318-70.6% | $82,637-47.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.07% | 27.49%-6.4pp | 70.43%-49.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $4,321 | $3,417+26.5% | $4,593-5.9% | $2,552+69.3% |
| Participant deferral / active EE | $10,186 | $6,496+56.8% | $7,906+28.8% | $4,126+146.9% |
| Admin fee / account holder | $2,245 | $8,415-73.3% | $13,708-83.6% | $7,339-69.4% |