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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 | $57,614 | $86,940-33.7% | $102,434-43.8% | $80,935-28.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.32% | 18.89%-7.6pp | 29.46%-18.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $4,085 | $2,370+72.4% | $3,023+35.1% | $2,757+48.2% |
| Participant deferral / active EE | $6,349 | $4,121+54.1% | $5,055+25.6% | $4,299+47.7% |
| Admin fee / account holder | $16,866 | $8,047+109.6% | $9,462+78.2% | $6,924+143.6% |