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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 | $48,913 | $77,523-36.9% | $100,383-51.3% | $80,874-39.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 29.61% | 37.21%-7.6pp | 49.26%-19.6pp | 35.62%-6.0pp |
| Employer contribution / active EE | $4,110 | $2,801+46.7% | $3,944+4.2% | $2,756+49.2% |
| Participant deferral / active EE | $5,745 | $6,822-15.8% | $8,086-28.9% | $4,297+33.7% |
| Admin fee / account holder | $2,657 | $5,899-55.0% | $7,900-66.4% | $6,935-61.7% |