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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 | $75,567 | $101,763-25.7% | $164,866-54.2% | $80,874-6.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.40% | 16.73%-2.3pp | 69.97%-55.6pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,772 | $2,954-40.0% | $4,343-59.2% | $2,756-35.7% |
| Participant deferral / active EE | $3,028 | $4,477-32.4% | $6,033-49.8% | $4,297-29.5% |
| Admin fee / account holder | $2,200 | $8,228-73.3% | $12,689-82.7% | $6,935-68.3% |