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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 | $57,466 | $87,059-34.0% | $105,608-45.6% | $80,925-29.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.20% | 17.05%-3.9pp | 116.50%-103.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $4,090 | $2,396+70.7% | $3,167+29.1% | $2,756+48.4% |
| Participant deferral / active EE | $4,468 | $3,986+12.1% | $5,010-10.8% | $4,299+3.9% |
| Admin fee / account holder | $3,192 | $8,443-62.2% | $11,028-71.1% | $6,940-54.0% |