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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 | $67,210 | $91,559-26.6% | $133,978-49.8% | $79,856-15.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,517 | $2,384+5.6% | $3,919-35.8% | $2,471+1.8% |
| Participant deferral / active EE | $3,963 | $3,734+6.1% | $5,047-21.5% | $3,741+6.0% |
| Admin fee / account holder | $5,439 | $6,321-14.0% | $8,930-39.1% | $5,306+2.5% |