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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 | $78,100 | $115,225-32.2% | $100,712-22.5% | $138,895-43.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 30.77% | 40.35%-9.6pp | 33.27%-2.5pp | 145.39%-114.6pp |
| Employer contribution / active EE | $1,760 | $2,771-36.5% | $2,313-23.9% | $4,194-58.0% |
| Participant deferral / active EE | $3,758 | $4,699-20.0% | $4,085-8.0% | $6,396-41.2% |
| Admin fee / account holder | $3,464 | $10,844-68.1% | $9,256-62.6% | $12,562-72.4% |