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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 | $52,777 | $72,273-27.0% | $101,275-47.9% | $79,856-33.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.43% | 22.30%-9.9pp | 46.48%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,004 | $2,691-25.5% | $3,660-45.2% | $2,471-18.9% |
| Participant deferral / active EE | $4,845 | $3,282+47.6% | $4,371+10.8% | $3,741+29.5% |
| Admin fee / account holder | $2,783 | $4,401-36.8% | $5,948-53.2% | $5,306-47.6% |