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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 | $82,691 | $91,198-9.3% | $178,503-53.7% | $79,856+3.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.73% | 24.20%+7.5pp | 151.12%-119.4pp | 31.71%0pp |
| Employer contribution / active EE | $1,929 | $3,257-40.8% | $5,011-61.5% | $2,471-21.9% |
| Participant deferral / active EE | $4,658 | $3,237+43.9% | $5,202-10.5% | $3,741+24.5% |
| Admin fee / account holder | $3,685 | $6,748-45.4% | $13,987-73.7% | $5,306-30.6% |