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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 | $42,921 | $124,425-65.5% | $112,040-61.7% | $137,256-68.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.53% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,325 | $3,411-31.8% | $2,954-21.3% | $4,156-44.0% |
| Participant deferral / active EE | $4,186 | $5,718-26.8% | $5,098-17.9% | $6,407-34.7% |
| Admin fee / account holder | $44,337 | $15,207+191.6% | $12,098+266.5% | $12,270+261.3% |