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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 | $44,563 | $93,589-52.4% | $135,942-67.2% | $75,181-40.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.95% | 30.90%-12.0pp | 68.28%-49.3pp | 160.69%-141.7pp |
| Employer contribution / active EE | $5,029 | $3,537+42.2% | $4,858+3.5% | $2,671+88.3% |
| Participant deferral / active EE | $6,879 | $6,405+7.4% | $7,759-11.3% | $4,126+66.7% |
| Admin fee / account holder | $989 | $6,977-85.8% | $10,764-90.8% | $5,650-82.5% |