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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 | $58,861 | $83,485-29.5% | $125,195-53.0% | $72,976-19.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.98% | 25.77%-6.8pp | 43.79%-24.8pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,519 | $2,346+50.0% | $3,866-9.0% | $2,440+44.2% |
| Participant deferral / active EE | $5,079 | $3,586+41.6% | $4,937+2.9% | $3,608+40.8% |
| Admin fee / account holder | $5,114 | $5,518-7.3% | $9,704-47.3% | $5,124-0.2% |