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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 | $39,927 | $90,486-55.9% | $78,676-49.3% | $273,972-85.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.60% | 75.62%-62.0pp | 62.19%-48.6pp | 41.46%-27.9pp |
| Employer contribution / active EE | $4,056 | $3,175+27.8% | $2,850+42.3% | $4,869-16.7% |
| Participant deferral / active EE | $5,767 | $3,901+47.8% | $3,517+64.0% | $5,287+9.1% |
| Admin fee / account holder | $431 | $5,263-91.8% | $4,510-90.5% | $10,133-95.8% |