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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 | $69,557 | $94,031-26.0% | $115,768-39.9% | $82,448-15.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 22.64% | 20.61%+2.0pp | 100.46%-77.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $6,392 | $2,323+175.1% | $2,940+117.4% | $2,551+150.6% |
| Participant deferral / active EE | $12,042 | $3,972+203.2% | $4,917+144.9% | $4,139+190.9% |
| Admin fee / account holder | $7,467 | $10,249-27.1% | $12,439-40.0% | $7,234+3.2% |