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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 | $40,900 | $88,186-53.6% | $165,071-75.2% | $74,459-45.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 14.62% | 17.13%-2.5pp | 70.17%-55.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $3,154 | $2,600+21.3% | $4,347-27.5% | $2,626+20.1% |
| Participant deferral / active EE | $5,082 | $4,505+12.8% | $6,035-15.8% | $4,350+16.8% |
| Admin fee / account holder | $2,062 | $2,234-7.7% | $12,695-83.8% | $1,945+6.0% |