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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 | $54,614 | $72,492-24.7% | $87,104-37.3% | $72,975-25.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.03% | 24.46%-7.4pp | 28.19%-11.2pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,821 | $1,894-3.9% | $2,521-27.8% | $2,440-25.4% |
| Participant deferral / active EE | $3,934 | $3,270+20.3% | $4,048-2.8% | $3,608+9.0% |
| Admin fee / account holder | $8,966 | $5,055+77.4% | $7,491+19.7% | $5,124+75.0% |