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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 | $39,937 | $65,361-38.9% | $92,903-57.0% | $72,983-45.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.24% | 42.11%-24.9pp | 109.43%-92.2pp | 81.01%-63.8pp |
| Employer contribution / active EE | $3,989 | $2,594+53.8% | $3,653+9.2% | $2,440+63.5% |
| Participant deferral / active EE | $2,269 | $3,128-27.5% | $4,238-46.4% | $3,608-37.1% |
| Admin fee / account holder | $7,306 | $4,251+71.9% | $5,795+26.1% | $5,124+42.6% |