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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 | $69,594 | $83,485-16.6% | $125,192-44.4% | $72,975-4.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.31% | 25.77%-5.5pp | 43.79%-23.5pp | 81.01%-60.7pp |
| Employer contribution / active EE | $4,923 | $2,346+109.9% | $3,866+27.3% | $2,440+101.8% |
| Participant deferral / active EE | $4,312 | $3,586+20.2% | $4,937-12.7% | $3,608+19.5% |
| Admin fee / account holder | $727 | $5,518-86.8% | $9,704-92.5% | $5,124-85.8% |