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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 | $52,461 | $67,894-22.7% | $89,340-41.3% | $82,448-36.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 16.08% | 19.21%-3.1pp | 20.57%-4.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,643 | $1,828+44.6% | $2,231+18.5% | $2,551+3.6% |
| Participant deferral / active EE | $4,551 | $3,072+48.1% | $3,823+19.1% | $4,139+10.0% |
| Admin fee / account holder | $3,925 | $5,723-31.4% | $6,704-41.4% | $7,234-45.7% |