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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 | $52,096 | $124,425-58.1% | $112,040-53.5% | $137,256-62.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.97% | 24.72%-3.7pp | 24.52%-3.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,232 | $3,411-63.9% | $2,954-58.3% | $4,156-70.3% |
| Participant deferral / active EE | $4,070 | $5,718-28.8% | $5,098-20.2% | $6,407-36.5% |
| Admin fee / account holder | $5,634 | $15,207-63.0% | $12,098-53.4% | $12,270-54.1% |