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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 | $54,918 | $124,425-55.9% | $112,040-51.0% | $137,256-60.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.89% | 24.72%-10.8pp | 24.52%-10.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,906 | $3,411+43.8% | $2,954+66.1% | $4,156+18.1% |
| Participant deferral / active EE | $8,875 | $5,718+55.2% | $5,098+74.1% | $6,407+38.5% |
| Admin fee / account holder | $3,184 | $15,207-79.1% | $12,098-73.7% | $12,270-74.1% |