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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 | $42,820 | $106,864-59.9% | $147,318-70.9% | $82,637-48.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.56% | 27.49%-8.9pp | 70.43%-51.9pp | 53.51%-34.9pp |
| Employer contribution / active EE | $6,690 | $3,417+95.8% | $4,593+45.7% | $2,552+162.1% |
| Participant deferral / active EE | $10,425 | $6,496+60.5% | $7,906+31.9% | $4,126+152.7% |
| Admin fee / account holder | $15,608 | $8,415+85.5% | $13,708+13.9% | $7,339+112.7% |