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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 | $57,684 | $76,551-24.6% | $123,894-53.4% | $62,881-8.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.31% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $4,002 | $2,882+38.8% | $4,617-13.3% | $2,281+75.4% |
| Participant deferral / active EE | $5,688 | $4,840+17.5% | $5,984-4.9% | $3,203+77.6% |
| Admin fee / account holder | $1,204 | $4,826-75.0% | $8,357-85.6% | $4,296-72.0% |