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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 | $73,776 | $57,119+29.2% | $85,187-13.4% | $80,935-8.8% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 22.63% | 21.70%+0.9pp | 66.67%-44.0pp | 35.66%-13.0pp |
| Employer contribution / active EE | $3,990 | $1,802+121.5% | $2,732+46.0% | $2,757+44.7% |
| Participant deferral / active EE | $7,413 | $3,115+138.0% | $4,525+63.8% | $4,299+72.4% |
| Admin fee / account holder | $2,606 | $4,990-47.8% | $6,162-57.7% | $6,924-62.4% |