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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 | $75,762 | $162,967-53.5% | $135,792-44.2% | $138,895-45.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.01% | 30.08%-15.1pp | 25.96%-10.9pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,988 | $4,211-52.8% | $3,496-43.1% | $4,194-52.6% |
| Participant deferral / active EE | $4,092 | $5,640-27.5% | $4,759-14.0% | $6,396-36.0% |
| Admin fee / account holder | $7,648 | $15,306-50.0% | $12,266-37.6% | $12,562-39.1% |