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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 | $34,619 | $72,269-52.1% | $101,271-65.8% | $79,852-56.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.33% | 22.29%-8.0pp | 46.48%-32.1pp | 31.72%-17.4pp |
| Employer contribution / active EE | $6,742 | $2,692+150.5% | $3,660+84.2% | $2,471+172.8% |
| Participant deferral / active EE | $1,640 | $3,282-50.0% | $4,371-62.5% | $3,740-56.1% |
| Admin fee / account holder | $1,347 | $4,401-69.4% | $5,948-77.3% | $5,306-74.6% |