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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 | $51,634 | $106,524-51.5% | $152,301-66.1% | $87,485-41.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.37% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $3,320 | $3,371-1.5% | $4,624-28.2% | $2,596+27.9% |
| Participant deferral / active EE | $6,751 | $6,525+3.5% | $8,004-15.6% | $4,274+58.0% |
| Admin fee / account holder | $381 | $8,287-95.4% | $14,398-97.4% | $7,775-95.1% |