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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 | $72,037 | $97,550-26.2% | $120,344-40.1% | $87,485-17.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.27% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,678 | $2,291+16.9% | $3,020-11.3% | $2,596+3.1% |
| Participant deferral / active EE | $5,437 | $4,230+28.6% | $5,135+5.9% | $4,274+27.2% |
| Admin fee / account holder | $13,074 | $9,543+37.0% | $12,742+2.6% | $7,775+68.2% |