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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 | $51,591 | $81,331-36.6% | $155,534-66.8% | $80,935-36.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.05% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $3,476 | $3,105+12.0% | $4,675-25.6% | $2,757+26.1% |
| Participant deferral / active EE | $4,411 | $3,454+27.7% | $5,630-21.7% | $4,299+2.6% |
| Admin fee / account holder | $1,389 | $7,999-82.6% | $15,900-91.3% | $6,924-79.9% |