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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 | $54,892 | $81,233-32.4% | $155,567-64.7% | $80,874-32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.63% | 33.33%-15.7pp | 64.74%-47.1pp | 35.62%-18.0pp |
| Employer contribution / active EE | $7,488 | $3,101+141.5% | $4,674+60.2% | $2,756+171.7% |
| Participant deferral / active EE | $7,148 | $3,452+107.1% | $5,628+27.0% | $4,297+66.4% |
| Admin fee / account holder | $576 | $7,998-92.8% | $15,916-96.4% | $6,935-91.7% |