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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 | $46,874 | $181,896-74.2% | $156,551-70.1% | $273,972-82.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.66% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,502 | $6,248-60.0% | $5,501-54.5% | $4,869-48.6% |
| Participant deferral / active EE | $4,031 | $5,550-27.4% | $4,871-17.3% | $5,287-23.8% |
| Admin fee / account holder | $3,842 | $15,560-75.3% | $13,028-70.5% | $10,133-62.1% |