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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 | $55,378 | $84,236-34.3% | $170,435-67.5% | $70,126-21.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $6,478 | $3,387+91.3% | $5,432+19.3% | $2,343+176.6% |
| Participant deferral / active EE | $6,772 | $3,086+119.5% | $4,939+37.1% | $3,332+103.3% |
| Admin fee / account holder | $3,583 | $5,698-37.1% | $13,881-74.2% | $4,645-22.9% |