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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 | $66,012 | $73,978-10.8% | $96,515-31.6% | $75,173-12.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.82% | 26.72%-10.9pp | 35.73%-19.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $6,860 | $2,931+134.1% | $3,740+83.4% | $2,671+156.8% |
| Participant deferral / active EE | $6,148 | $3,660+68.0% | $4,880+26.0% | $4,126+49.0% |
| Admin fee / account holder | $8,217 | $5,219+57.5% | $6,735+22.0% | $5,651+45.4% |