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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 | $49,331 | $87,037-43.3% | $106,201-53.5% | $80,874-39.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.62% | 17.05%-1.4pp | 116.26%-100.6pp | 35.62%-20.0pp |
| Employer contribution / active EE | $5,306 | $2,396+121.5% | $3,170+67.4% | $2,756+92.6% |
| Participant deferral / active EE | $2,454 | $3,986-38.4% | $5,012-51.0% | $4,297-42.9% |
| Admin fee / account holder | $1,226 | $8,434-85.5% | $11,039-88.9% | $6,935-82.3% |