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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 | $38,106 | $48,078-20.7% | $78,676-51.6% | $62,881-39.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.37% | 31.36%-22.0pp | 62.19%-52.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,398 | $2,015+19.0% | $2,850-15.9% | $2,281+5.1% |
| Participant deferral / active EE | $4,631 | $2,587+79.0% | $3,517+31.7% | $3,203+44.6% |
| Admin fee / account holder | $9,116 | $3,206+184.4% | $4,510+102.1% | $4,296+112.2% |