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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 | $45,812 | $84,236-45.6% | $170,439-73.1% | $70,124-34.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.50% | 23.06%+0.4pp | 205.94%-182.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $3,881 | $3,387+14.6% | $5,433-28.6% | $2,342+65.7% |
| Participant deferral / active EE | $2,525 | $3,086-18.2% | $4,939-48.9% | $3,332-24.2% |
| Admin fee / account holder | $2,629 | $5,698-53.9% | $13,881-81.1% | $4,645-43.4% |