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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 | $69,006 | $106,749-35.4% | $145,433-52.6% | $82,448-16.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.61% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $5,664 | $3,444+64.5% | $4,554+24.4% | $2,551+122.1% |
| Participant deferral / active EE | $4,003 | $6,519-38.6% | $7,897-49.3% | $4,139-3.3% |
| Admin fee / account holder | $3,760 | $8,390-55.2% | $13,129-71.4% | $7,234-48.0% |