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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 | $43,350 | $93,598-53.7% | $135,974-68.1% | $75,173-42.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.52% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $4,442 | $3,538+25.6% | $4,859-8.6% | $2,671+66.3% |
| Participant deferral / active EE | $11,530 | $6,405+80.0% | $7,760+48.6% | $4,126+179.4% |
| Admin fee / account holder | $2,055 | $6,978-70.6% | $10,767-80.9% | $5,651-63.6% |