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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 | $84,296 | $66,673+26.4% | $203,872-58.7% | $65,306+29.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 77.8%+22.2pp | 57.7%+42.3pp |
| Annual return | 16.21% | 15.81%+0.4pp | 85.11%-68.9pp | 21.94%-5.7pp |
| Employer contribution / active EE | $3,999 | $1,702+135.0% | $3,757+6.4% | $1,967+103.3% |
| Participant deferral / active EE | $6,704 | $2,944+127.7% | $6,388+5.0% | $2,959+126.5% |
| Admin fee / account holder | $3,088 | $5,686-45.7% | $11,730-73.7% | $3,480-11.3% |