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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 | $69,048 | $100,194-31.1% | $122,979-43.9% | $86,983-20.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.62% | 16.47%-2.9pp | 20.12%-6.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $5,312 | $2,326+128.4% | $3,062+73.5% | $2,584+105.5% |
| Participant deferral / active EE | $12,178 | $4,133+194.6% | $5,003+143.4% | $4,194+190.4% |
| Admin fee / account holder | $10,866 | $10,148+7.1% | $12,864-15.5% | $7,856+38.3% |