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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 | $40,647 | $94,436-57.0% | $115,599-64.8% | $82,637-50.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 13.63% | 18.37%-4.7pp | 111.10%-97.5pp | 53.51%-39.9pp |
| Employer contribution / active EE | $3,066 | $2,324+31.9% | $2,955+3.7% | $2,552+20.1% |
| Participant deferral / active EE | $4,808 | $3,955+21.6% | $4,889-1.7% | $4,126+16.5% |
| Admin fee / account holder | $5,441 | $10,328-47.3% | $12,841-57.6% | $7,339-25.9% |