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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 | $53,669 | $58,493-8.2% | $84,023-36.1% | $72,976-26.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.02% | 28.93%-9.9pp | 71.32%-52.3pp | 81.02%-62.0pp |
| Employer contribution / active EE | $3,524 | $1,163+203.0% | $1,984+77.7% | $2,440+44.4% |
| Participant deferral / active EE | $2,166 | $2,394-9.5% | $3,239-33.1% | $3,608-40.0% |
| Admin fee / account holder | $1,650 | $4,569-63.9% | $6,102-73.0% | $5,124-67.8% |