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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 | $50,996 | $81,331-37.3% | $155,534-67.2% | $80,935-37.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.79% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $4,655 | $3,105+49.9% | $4,675-0.4% | $2,757+68.9% |
| Participant deferral / active EE | $3,566 | $3,454+3.2% | $5,630-36.7% | $4,299-17.1% |
| Admin fee / account holder | $3,240 | $7,999-59.5% | $15,900-79.6% | $6,924-53.2% |