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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 | $46,804 | $94,436-50.4% | $115,599-59.5% | $82,637-43.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 19.63% | 18.37%+1.3pp | 111.10%-91.5pp | 53.51%-33.9pp |
| Employer contribution / active EE | $6,434 | $2,324+176.9% | $2,955+117.7% | $2,552+152.1% |
| Participant deferral / active EE | $6,675 | $3,955+68.8% | $4,889+36.5% | $4,126+61.8% |
| Admin fee / account holder | $5,949 | $10,328-42.4% | $12,841-53.7% | $7,339-18.9% |