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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 | $95,453-24.5% | $112,040-35.7% | $82,448-12.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,678 | $2,318+15.5% | $2,954-9.4% | $2,551+5.0% |
| Participant deferral / active EE | $5,437 | $4,224+28.7% | $5,098+6.7% | $4,139+31.4% |
| Admin fee / account holder | $13,074 | $9,013+45.1% | $12,098+8.1% | $7,234+80.7% |