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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 | $77,282 | $99,345-22.2% | $84,753-8.8% | $273,970-71.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.47% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $6,796 | $4,214+61.3% | $3,574+90.1% | $4,869+39.6% |
| Participant deferral / active EE | $1,182 | $4,270-72.3% | $3,712-68.1% | $5,287-77.6% |
| Admin fee / account holder | $5,452 | $6,645-18.0% | $5,333+2.2% | $10,132-46.2% |