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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 | $65,656 | $89,370-26.5% | $141,197-53.5% | $72,976-10.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.03% | 111.88%-92.8pp | 71.41%-52.4pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,203 | $3,115+2.8% | $4,736-32.4% | $2,440+31.3% |
| Participant deferral / active EE | $2,348 | $5,419-56.7% | $6,710-65.0% | $3,608-34.9% |
| Admin fee / account holder | $1,641 | $5,957-72.5% | $10,265-84.0% | $5,124-68.0% |