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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 | $45,831 | $76,551-40.1% | $123,894-63.0% | $62,881-27.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $11,376 | $2,882+294.7% | $4,617+146.4% | $2,281+398.7% |
| Participant deferral / active EE | $4,157 | $4,840-14.1% | $5,984-30.5% | $3,203+29.8% |
| Admin fee / account holder | $698 | $4,826-85.5% | $8,357-91.7% | $4,296-83.8% |