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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 | $54,085 | $76,834-29.6% | $108,359-50.1% | $87,485-38.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 15.26% | 19.09%-3.8pp | 36.89%-21.6pp | 26.06%-10.8pp |
| Employer contribution / active EE | $4,338 | $1,556+178.7% | $2,399+80.8% | $2,596+67.1% |
| Participant deferral / active EE | $2,279 | $3,100-26.5% | $4,137-44.9% | $4,274-46.7% |
| Admin fee / account holder | $3,116 | $6,537-52.3% | $9,741-68.0% | $7,775-59.9% |