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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 | $38,257 | $181,896-79.0% | $156,551-75.6% | $273,972-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.64% | 30.74%-27.1pp | 32.23%-28.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $6,998 | $6,248+12.0% | $5,501+27.2% | $4,869+43.7% |
| Participant deferral / active EE | $4,754 | $5,550-14.3% | $4,871-2.4% | $5,287-10.1% |
| Admin fee / account holder | $2,717 | $15,560-82.5% | $13,028-79.1% | $10,133-73.2% |