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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 | $54,677 | $99,875-45.3% | $146,866-62.8% | $86,983-37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 32.11% | 28.10%+4.0pp | 102.85%-70.7pp | 25.83%+6.3pp |
| Employer contribution / active EE | $3,405 | $3,224+5.6% | $4,425-23.0% | $2,584+31.8% |
| Participant deferral / active EE | $9,907 | $6,322+56.7% | $7,759+27.7% | $4,194+136.2% |
| Admin fee / account holder | $542 | $7,838-93.1% | $13,620-96.0% | $7,856-93.1% |