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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 | $67,447 | $88,707-24.0% | $74,184-9.1% | $273,972-75.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.88% | 11.94%-3.1pp | 17.74%-8.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $3,109 | $3,159-1.6% | $2,370+31.2% | $4,869-36.1% |
| Participant deferral / active EE | $2,402 | $4,212-43.0% | $3,550-32.3% | $5,287-54.6% |
| Admin fee / account holder | $28,045 | $8,717+221.7% | $5,586+402.1% | $10,133+176.8% |