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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 | $62,342 | $99,875-37.6% | $146,866-57.6% | $86,983-28.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.53% | 28.10%-5.6pp | 102.85%-80.3pp | 25.83%-3.3pp |
| Employer contribution / active EE | $4,917 | $3,224+52.5% | $4,425+11.1% | $2,584+90.3% |
| Participant deferral / active EE | $12,790 | $6,322+102.3% | $7,759+64.8% | $4,194+205.0% |
| Admin fee / account holder | $3,099 | $7,838-60.5% | $13,620-77.2% | $7,856-60.5% |