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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 | $46,943 | $72,273-35.0% | $101,275-53.6% | $79,856-41.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.41% | 22.30%-7.9pp | 46.48%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,473 | $2,691-8.1% | $3,660-32.4% | $2,471+0.1% |
| Participant deferral / active EE | $2,925 | $3,282-10.9% | $4,371-33.1% | $3,741-21.8% |
| Admin fee / account holder | $1,188 | $4,401-73.0% | $5,948-80.0% | $5,306-77.6% |