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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 | $63,036 | $68,878-8.5% | $120,574-47.7% | $80,935-22.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 13.14% | 23.67%-10.5pp | 107.42%-94.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $2,074 | $2,065+0.4% | $3,471-40.2% | $2,757-24.8% |
| Participant deferral / active EE | $3,811 | $3,189+19.5% | $4,996-23.7% | $4,299-11.4% |
| Admin fee / account holder | $1,504 | $5,782-74.0% | $9,445-84.1% | $6,924-78.3% |