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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 | $77,837 | $99,875-22.1% | $146,866-47.0% | $86,983-10.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.13% | 28.10%-13.0pp | 102.85%-87.7pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,036 | $3,224-5.8% | $4,425-31.4% | $2,584+17.5% |
| Participant deferral / active EE | $7,924 | $6,322+25.3% | $7,759+2.1% | $4,194+88.9% |
| Admin fee / account holder | $5,341 | $7,838-31.9% | $13,620-60.8% | $7,856-32.0% |