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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 | $72,545 | $99,875-27.4% | $146,866-50.6% | $86,983-16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.02% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $3,499 | $3,224+8.5% | $4,425-20.9% | $2,584+35.4% |
| Participant deferral / active EE | $3,859 | $6,322-39.0% | $7,759-50.3% | $4,194-8.0% |
| Admin fee / account holder | $1,725 | $7,838-78.0% | $13,620-87.3% | $7,856-78.0% |