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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 | $37,263 | $45,041-17.3% | $63,003-40.9% | $70,131-46.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.22% | 18.76%-3.5pp | 87.59%-72.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,912 | $2,052+188.1% | $2,760+114.2% | $2,342+152.4% |
| Participant deferral / active EE | $5,724 | $2,465+132.2% | $3,329+71.9% | $3,332+71.8% |
| Admin fee / account holder | $6,959 | $2,836+145.4% | $3,600+93.3% | $4,645+49.8% |