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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 | $58,314 | $101,798-42.7% | $165,071-64.7% | $80,935-27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.50% | 16.73%-1.2pp | 70.17%-54.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $5,267 | $2,954+78.3% | $4,347+21.1% | $2,757+91.0% |
| Participant deferral / active EE | $2,513 | $4,476-43.9% | $6,035-58.4% | $4,299-41.6% |
| Admin fee / account holder | $816 | $8,221-90.1% | $12,695-93.6% | $6,924-88.2% |