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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 | $51,296 | $81,446-37.0% | $103,374-50.4% | $80,874-36.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.87% | 25.57%-12.7pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,156 | $3,107+33.8% | $3,869+7.4% | $2,756+50.8% |
| Participant deferral / active EE | $1,626 | $3,870-58.0% | $5,058-67.8% | $4,297-62.2% |
| Admin fee / account holder | $628 | $6,715-90.6% | $8,394-92.5% | $6,935-90.9% |