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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 | $58,993 | $94,436-37.5% | $115,599-49.0% | $82,637-28.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 22.02% | 18.37%+3.6pp | 111.10%-89.1pp | 53.51%-31.5pp |
| Employer contribution / active EE | $6,363 | $2,324+173.8% | $2,955+115.3% | $2,552+149.3% |
| Participant deferral / active EE | $10,580 | $3,955+167.5% | $4,889+116.4% | $4,126+156.4% |
| Admin fee / account holder | $2,301 | $10,328-77.7% | $12,841-82.1% | $7,339-68.7% |