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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 | $37,347 | $77,472-51.8% | $100,415-62.8% | $80,959-53.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.52% | 37.26%-20.7pp | 49.47%-33.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $6,250 | $2,800+123.2% | $3,943+58.5% | $2,757+126.7% |
| Participant deferral / active EE | $10,893 | $6,818+59.8% | $8,091+34.6% | $4,300+153.3% |
| Admin fee / account holder | $10,383 | $5,885+76.4% | $7,906+31.3% | $6,925+49.9% |