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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 | $28,840 | $99,875-71.1% | $146,866-80.4% | $86,983-66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.13% | 28.10%-3.0pp | 102.85%-77.7pp | 25.83%-0.7pp |
| Employer contribution / active EE | $3,891 | $3,224+20.7% | $4,425-12.1% | $2,584+50.6% |
| Participant deferral / active EE | $5,815 | $6,322-8.0% | $7,759-25.1% | $4,194+38.7% |
| Admin fee / account holder | $1,399 | $7,838-82.1% | $13,620-89.7% | $7,856-82.2% |