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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 | $64,506 | $71,197-9.4% | $93,669-31.1% | $80,925-20.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.50% | 11.27%+5.2pp | 133.59%-117.1pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,700 | $1,565+8.7% | $2,424-29.8% | $2,756-38.3% |
| Participant deferral / active EE | $3,445 | $4,036-14.6% | $4,416-22.0% | $4,299-19.9% |
| Admin fee / account holder | $1,320 | $6,959-81.0% | $8,291-84.1% | $6,940-81.0% |