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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 | $44,169 | $95,453-53.7% | $112,040-60.6% | $82,448-46.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 21.36% | 23.92%-2.6pp | 24.52%-3.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,949 | $2,318+27.2% | $2,954-0.2% | $2,551+15.6% |
| Participant deferral / active EE | $13,852 | $4,224+228.0% | $5,098+171.7% | $4,139+234.6% |
| Admin fee / account holder | $19,324 | $9,013+114.4% | $12,098+59.7% | $7,234+167.1% |