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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 | $66,350 | $45,050+47.3% | $63,018+5.3% | $70,126-5.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.13% | 18.76%+0.4pp | 87.62%-68.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $1,754 | $2,052-14.5% | $2,761-36.5% | $2,343-25.1% |
| Participant deferral / active EE | $3,586 | $2,466+45.5% | $3,330+7.7% | $3,332+7.6% |
| Admin fee / account holder | $4,885 | $2,834+72.4% | $3,601+35.7% | $4,645+5.2% |