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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 | $63,671 | $124,425-48.8% | $112,040-43.2% | $137,256-53.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.40% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,575 | $3,411-24.5% | $2,954-12.8% | $4,156-38.0% |
| Participant deferral / active EE | $1,847 | $5,718-67.7% | $5,098-63.8% | $6,407-71.2% |
| Admin fee / account holder | $3,375 | $15,207-77.8% | $12,098-72.1% | $12,270-72.5% |