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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 | $55,733 | $112,729-50.6% | $98,716-43.5% | $137,256-59.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.80% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,051 | $2,725+11.9% | $2,279+33.9% | $4,156-26.6% |
| Participant deferral / active EE | $4,097 | $4,640-11.7% | $4,048+1.2% | $6,407-36.1% |
| Admin fee / account holder | $6,671 | $10,129-34.1% | $8,703-23.3% | $12,270-45.6% |