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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 | $70,850 | $108,825-34.9% | $156,181-54.6% | $82,448-14.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.81% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,393 | $2,870-16.6% | $4,294-44.3% | $2,551-6.2% |
| Participant deferral / active EE | $2,770 | $4,577-39.5% | $6,132-54.8% | $4,139-33.1% |
| Admin fee / account holder | $8,781 | $9,341-6.0% | $14,586-39.8% | $7,234+21.4% |