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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 | $46,450 | $86,922-46.6% | $102,438-54.7% | $80,874-42.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.92% | 18.90%+2.0pp | 29.37%-8.5pp | 35.62%-14.7pp |
| Employer contribution / active EE | $4,260 | $2,369+79.8% | $3,024+40.9% | $2,756+54.6% |
| Participant deferral / active EE | $4,495 | $4,119+9.1% | $5,054-11.1% | $4,297+4.6% |
| Admin fee / account holder | $950 | $8,050-88.2% | $9,448-89.9% | $6,935-86.3% |