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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 | $35,163 | $54,763-35.8% | $90,324-61.1% | $72,976-51.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.17% | 30.63%-13.5pp | 78.15%-61.0pp | 81.02%-63.9pp |
| Employer contribution / active EE | $1,852 | $2,093-11.5% | $2,856-35.2% | $2,440-24.1% |
| Participant deferral / active EE | $4,691 | $2,887+62.5% | $3,885+20.7% | $3,608+30.0% |
| Admin fee / account holder | $3,297 | $3,973-17.0% | $5,356-38.4% | $5,124-35.6% |