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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 | $64,712 | $136,860-52.7% | $120,344-46.2% | $154,746-58.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.39% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-156.0pp |
| Employer contribution / active EE | $3,182 | $3,533-9.9% | $3,020+5.4% | $4,379-27.3% |
| Participant deferral / active EE | $4,228 | $5,793-27.0% | $5,135-17.7% | $6,730-37.2% |
| Admin fee / account holder | $1,318 | $15,393-91.4% | $12,742-89.7% | $14,365-90.8% |