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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 | $54,036 | $110,212-51.0% | $96,534-44.0% | $139,466-61.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 20.15% | 26.42%-6.3pp | 25.88%-5.7pp | 373.66%-353.5pp |
| Employer contribution / active EE | $2,885 | $3,620-20.3% | $2,965-2.7% | $4,754-39.3% |
| Participant deferral / active EE | $4,946 | $5,547-10.8% | $4,851+2.0% | $6,712-26.3% |
| Admin fee / account holder | $485 | $11,599-95.8% | $8,253-94.1% | $11,409-95.8% |