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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 | $81,491 | $90,486-9.9% | $78,676+3.6% | $273,972-70.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.58% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,602 | $3,175-18.1% | $2,850-8.7% | $4,869-46.6% |
| Participant deferral / active EE | $5,142 | $3,901+31.8% | $3,517+46.2% | $5,287-2.7% |
| Admin fee / account holder | $9,372 | $5,263+78.1% | $4,510+107.8% | $10,133-7.5% |