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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 | $45,330 | $106,524-57.4% | $152,301-70.2% | $87,485-48.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 35.19% | 26.89%+8.3pp | 80.50%-45.3pp | 26.06%+9.1pp |
| Employer contribution / active EE | $5,876 | $3,371+74.3% | $4,624+27.1% | $2,596+126.3% |
| Participant deferral / active EE | $11,868 | $6,525+81.9% | $8,004+48.3% | $4,274+177.7% |
| Admin fee / account holder | $2,541 | $8,287-69.3% | $14,398-82.4% | $7,775-67.3% |