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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 | $38,304 | $77,896-50.8% | $134,172-71.5% | $82,448-53.5% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 18.33% | 18.21%+0.1pp | 25.30%-7.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,925 | $2,159+81.8% | $3,420+14.8% | $2,551+53.9% |
| Participant deferral / active EE | $6,476 | $3,162+104.8% | $4,690+38.1% | $4,139+56.5% |
| Admin fee / account holder | $471 | $6,336-92.6% | $12,016-96.1% | $7,234-93.5% |