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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 | $67,181 | $81,457-17.5% | $103,378-35.0% | $80,911-17.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.91% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $3,136 | $3,107+0.9% | $3,870-19.0% | $2,756+13.8% |
| Participant deferral / active EE | $4,558 | $3,871+17.7% | $5,058-9.9% | $4,297+6.1% |
| Admin fee / account holder | $8,753 | $6,717+30.3% | $8,401+4.2% | $6,935+26.2% |