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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 | $66,528 | $74,535-10.7% | $100,712-33.9% | $82,637-19.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.98% | 18.92%-4.9pp | 33.27%-19.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,694 | $1,503+12.7% | $2,313-26.7% | $2,552-33.6% |
| Participant deferral / active EE | $3,481 | $3,074+13.2% | $4,085-14.8% | $4,126-15.6% |
| Admin fee / account holder | $30,625 | $6,576+365.7% | $9,256+230.9% | $7,339+317.3% |