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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 | $52,612 | $76,371-31.1% | $93,621-43.8% | $72,976-27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.23% | 25.82%-5.6pp | 32.76%-12.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $5,222 | $2,276+129.5% | $2,719+92.1% | $2,440+114.0% |
| Participant deferral / active EE | $5,150 | $3,538+45.5% | $4,070+26.5% | $3,608+42.7% |
| Admin fee / account holder | $9,490 | $6,839+38.8% | $7,890+20.3% | $5,124+85.2% |