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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 | $37,617 | $57,590-34.7% | $86,233-56.4% | $82,448-54.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.80% | 22.41%-8.6pp | 61.39%-47.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,338 | $1,655+41.2% | $2,504-6.6% | $2,551-8.4% |
| Participant deferral / active EE | $6,373 | $3,080+106.9% | $4,559+39.8% | $4,139+54.0% |
| Admin fee / account holder | $4,156 | $4,730-12.1% | $8,342-50.2% | $7,234-42.6% |