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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 | $69,149 | $87,733-21.2% | $106,554-35.1% | $85,851-19.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.77% | 21.86%-7.1pp | 26.80%-12.0pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,785 | $2,073-13.9% | $2,819-36.7% | $2,565-30.4% |
| Participant deferral / active EE | $3,415 | $3,469-1.6% | $4,398-22.4% | $3,952-13.6% |
| Admin fee / account holder | $7,028 | $6,767+3.8% | $7,408-5.1% | $6,261+12.2% |