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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 | $106,822 | $181,896-41.3% | $156,551-31.8% | $273,972-61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.63% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,552 | $6,248-27.1% | $5,501-17.2% | $4,869-6.5% |
| Participant deferral / active EE | $5,126 | $5,550-7.6% | $4,871+5.2% | $5,287-3.1% |
| Admin fee / account holder | $4,819 | $15,560-69.0% | $13,028-63.0% | $10,133-52.4% |