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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 | $63,071 | $77,920-19.1% | $149,723-57.9% | $75,177-16.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.61% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.1pp |
| Employer contribution / active EE | $4,663 | $3,138+48.6% | $4,821-3.3% | $2,671+74.6% |
| Participant deferral / active EE | $3,529 | $3,411+3.5% | $5,682-37.9% | $4,126-14.5% |
| Admin fee / account holder | $4,164 | $5,951-30.0% | $13,215-68.5% | $5,651-26.3% |