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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 | $61,019 | $80,985-24.7% | $96,576-36.8% | $75,181-18.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.48% | 27.05%-9.6pp | 25.87%-8.4pp | 160.69%-143.2pp |
| Employer contribution / active EE | $4,751 | $2,282+108.1% | $2,965+60.2% | $2,671+77.9% |
| Participant deferral / active EE | $7,932 | $3,929+101.9% | $4,851+63.5% | $4,126+92.2% |
| Admin fee / account holder | $2,431 | $6,719-63.8% | $8,253-70.5% | $5,650-57.0% |