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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 | $46,586 | $91,179-48.9% | $178,499-73.9% | $79,852-41.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.83% | 24.19%-8.4pp | 151.10%-135.3pp | 31.72%-15.9pp |
| Employer contribution / active EE | $4,410 | $3,256+35.5% | $5,011-12.0% | $2,471+78.5% |
| Participant deferral / active EE | $2,825 | $3,236-12.7% | $5,202-45.7% | $3,740-24.5% |
| Admin fee / account holder | $860 | $6,749-87.2% | $13,986-93.8% | $5,306-83.8% |