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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 | $50,249 | $77,896-35.5% | $134,172-62.5% | $82,448-39.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 18.67% | 18.21%+0.5pp | 25.30%-6.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $3,954 | $2,159+83.1% | $3,420+15.6% | $2,551+55.0% |
| Participant deferral / active EE | $7,427 | $3,162+134.9% | $4,690+58.3% | $4,139+79.4% |
| Admin fee / account holder | $392 | $6,336-93.8% | $12,016-96.7% | $7,234-94.6% |