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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 | $71,292 | $72,486-1.6% | $87,103-18.2% | $72,976-2.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.02% | 24.46%-8.4pp | 28.19%-12.2pp | 81.02%-65.0pp |
| Employer contribution / active EE | $5,453 | $1,894+187.9% | $2,521+116.3% | $2,440+123.5% |
| Participant deferral / active EE | $4,955 | $3,270+51.5% | $4,049+22.4% | $3,608+37.3% |
| Admin fee / account holder | $4,693 | $5,055-7.2% | $7,491-37.4% | $5,124-8.4% |