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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 | $43,648 | $125,797-65.3% | $170,043-74.3% | $75,173-41.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.71% | 27.20%-10.5pp | 53.40%-36.7pp | 160.72%-144.0pp |
| Employer contribution / active EE | $5,062 | $4,616+9.7% | $6,790-25.4% | $2,671+89.5% |
| Participant deferral / active EE | $3,987 | $6,838-41.7% | $10,410-61.7% | $4,126-3.4% |
| Admin fee / account holder | $6,255 | $8,177-23.5% | $12,824-51.2% | $5,651+10.7% |