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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 | $28,279 | $63,365-55.4% | $91,994-69.3% | $72,976-61.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 21.08% | 35.35%-14.3pp | 69.04%-48.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $5,129 | $2,116+142.5% | $3,453+48.6% | $2,440+110.2% |
| Participant deferral / active EE | $5,382 | $4,883+10.2% | $5,924-9.1% | $3,608+49.2% |
| Admin fee / account holder | $2,788 | $4,670-40.3% | $7,744-64.0% | $5,124-45.6% |