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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 | $38,259 | $57,590-33.6% | $86,233-55.6% | $82,448-53.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.35% | 22.41%-4.1pp | 61.39%-43.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $6,341 | $1,655+283.1% | $2,504+153.2% | $2,551+148.6% |
| Participant deferral / active EE | $3,151 | $3,080+2.3% | $4,559-30.9% | $4,139-23.9% |
| Admin fee / account holder | $583 | $4,730-87.7% | $8,342-93.0% | $7,234-91.9% |