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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 | $56,995 | $79,961-28.7% | $98,462-42.1% | $75,177-24.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 27.29% | 19.75%+7.5pp | 21.17%+6.1pp | 160.75%-133.5pp |
| Employer contribution / active EE | $3,158 | $2,264+39.5% | $3,049+3.6% | $2,671+18.2% |
| Participant deferral / active EE | $6,495 | $3,753+73.1% | $4,738+37.1% | $4,126+57.4% |
| Admin fee / account holder | $1,337 | $6,842-80.5% | $8,875-84.9% | $5,651-76.3% |