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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 | $36,380 | $177,156-79.5% | $147,027-75.3% | $154,746-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.18% | 21.94%-5.8pp | 20.23%-4.1pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,238 | $4,336-25.3% | $3,626-10.7% | $4,379-26.0% |
| Participant deferral / active EE | $4,970 | $5,797-14.3% | $4,933+0.8% | $6,730-26.2% |
| Admin fee / account holder | $735 | $14,904-95.1% | $12,223-94.0% | $14,365-94.9% |