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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 | $38,423 | $57,352-33.0% | $83,830-54.2% | $64,173-40.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 10.17% | 11.38%-1.2pp | 850.97%-840.8pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,857 | $2,546-27.0% | $3,631-48.8% | $2,381-22.0% |
| Participant deferral / active EE | $4,270 | $2,993+42.7% | $4,082+4.6% | $3,470+23.1% |
| Admin fee / account holder | $4,808 | $4,046+18.8% | $5,479-12.2% | $4,887-1.6% |