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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 | $50,384 | $58,493-13.9% | $84,021-40.0% | $72,975-31.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 23.55% | 28.93%-5.4pp | 71.32%-47.8pp | 81.01%-57.5pp |
| Employer contribution / active EE | $1,649 | $1,163+41.8% | $1,984-16.9% | $2,440-32.4% |
| Participant deferral / active EE | $3,652 | $2,394+52.6% | $3,239+12.7% | $3,608+1.2% |
| Admin fee / account holder | $2,235 | $4,569-51.1% | $6,102-63.4% | $5,124-56.4% |