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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 | $74,218 | $79,961-7.2% | $98,462-24.6% | $75,177-1.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.24% | 19.75%-5.5pp | 21.17%-6.9pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,286 | $2,264+0.9% | $3,049-25.0% | $2,671-14.4% |
| Participant deferral / active EE | $2,966 | $3,753-21.0% | $4,738-37.4% | $4,126-28.1% |
| Admin fee / account holder | $1,663 | $6,842-75.7% | $8,875-81.3% | $5,651-70.6% |