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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 | $63,853 | $106,524-40.1% | $152,301-58.1% | $87,485-27.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.66% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,924 | $3,371+16.4% | $4,624-15.1% | $2,596+51.1% |
| Participant deferral / active EE | $3,117 | $6,525-52.2% | $8,004-61.1% | $4,274-27.1% |
| Admin fee / account holder | $1,520 | $8,287-81.7% | $14,398-89.4% | $7,775-80.5% |