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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 | $52,277 | $78,690-33.6% | $161,489-67.6% | $87,485-40.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.76% | 32.74%-13.0pp | 89.72%-70.0pp | 26.06%-6.3pp |
| Employer contribution / active EE | $3,866 | $2,588+49.4% | $4,268-9.4% | $2,596+48.9% |
| Participant deferral / active EE | $2,952 | $3,311-10.8% | $5,630-47.6% | $4,274-30.9% |
| Admin fee / account holder | $718 | $6,724-89.3% | $16,006-95.5% | $7,775-90.8% |