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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 | $70,001 | $101,763-31.2% | $164,866-57.5% | $80,874-13.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.68% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,715 | $2,954+59.6% | $4,343+8.6% | $2,756+71.1% |
| Participant deferral / active EE | $7,375 | $4,477+64.7% | $6,033+22.2% | $4,297+71.6% |
| Admin fee / account holder | $629 | $8,228-92.4% | $12,689-95.0% | $6,935-90.9% |