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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 | $62,884 | $94,031-33.1% | $115,768-45.7% | $82,448-23.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 21.73% | 20.61%+1.1pp | 100.46%-78.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $2,376 | $2,323+2.3% | $2,940-19.2% | $2,551-6.8% |
| Participant deferral / active EE | $4,089 | $3,972+3.0% | $4,917-16.8% | $4,139-1.2% |
| Admin fee / account holder | $1,844 | $10,249-82.0% | $12,439-85.2% | $7,234-74.5% |