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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 | $49,702 | $78,425-36.6% | $95,956-48.2% | $79,858-37.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.11% | 19.37%-4.3pp | 91.63%-76.5pp | 31.72%-16.6pp |
| Employer contribution / active EE | $3,853 | $1,945+98.1% | $2,541+51.6% | $2,471+55.9% |
| Participant deferral / active EE | $5,800 | $3,440+68.6% | $4,167+39.2% | $3,740+55.1% |
| Admin fee / account holder | $3,343 | $5,622-40.5% | $6,797-50.8% | $5,306-37.0% |