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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 | $46,235 | $93,598-50.6% | $135,974-66.0% | $75,173-38.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.52% | 30.89%-5.4pp | 68.30%-42.8pp | 160.72%-135.2pp |
| Employer contribution / active EE | $3,568 | $3,538+0.8% | $4,859-26.6% | $2,671+33.6% |
| Participant deferral / active EE | $7,784 | $6,405+21.5% | $7,760+0.3% | $4,126+88.6% |
| Admin fee / account holder | $2,358 | $6,978-66.2% | $10,767-78.1% | $5,651-58.3% |