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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 | $38,640 | $76,551-49.5% | $123,894-68.8% | $62,881-38.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 22.09% | 18.68%+3.4pp | 47.52%-25.4pp | 20.14%+1.9pp |
| Employer contribution / active EE | $15,997 | $2,882+455.0% | $4,617+246.5% | $2,281+601.3% |
| Participant deferral / active EE | $5,047 | $4,840+4.3% | $5,984-15.7% | $3,203+57.6% |
| Admin fee / account holder | $1,305 | $4,826-73.0% | $8,357-84.4% | $4,296-69.6% |