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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 | $56,130 | $80,985-30.7% | $96,576-41.9% | $75,181-25.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.90% | 27.05%-8.1pp | 25.87%-7.0pp | 160.69%-141.8pp |
| Employer contribution / active EE | $5,341 | $2,282+134.0% | $2,965+80.1% | $2,671+100.0% |
| Participant deferral / active EE | $4,847 | $3,929+23.4% | $4,851-0.1% | $4,126+17.5% |
| Admin fee / account holder | $3,909 | $6,719-41.8% | $8,253-52.6% | $5,650-30.8% |