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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 | $29,509 | $89,532-67.0% | $103,447-71.5% | $80,925-63.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.7%+32.3pp |
| Annual return | 15.18% | 22.80%-7.6pp | 23.92%-8.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $5,351 | $4,023+33.0% | $4,678+14.4% | $2,756+94.1% |
| Participant deferral / active EE | $1,996 | $5,459-63.4% | $6,624-69.9% | $4,299-53.6% |
| Admin fee / account holder | $8,406 | $6,774+24.1% | $9,415-10.7% | $6,940+21.1% |