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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 | $51,626 | $76,371-32.4% | $93,621-44.9% | $72,976-29.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.42% | 25.82%-5.4pp | 32.76%-12.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $1,692 | $2,276-25.7% | $2,719-37.8% | $2,440-30.7% |
| Participant deferral / active EE | $3,669 | $3,538+3.7% | $4,070-9.8% | $3,608+1.7% |
| Admin fee / account holder | $14,199 | $6,839+107.6% | $7,890+80.0% | $5,124+177.1% |