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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 | $113,786 | $215,361-47.2% | $171,082-33.5% | $273,972-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.81% | 25.14%-18.3pp | 32.56%-25.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,385 | $4,967-52.0% | $4,002-40.4% | $4,869-51.0% |
| Participant deferral / active EE | $4,771 | $5,543-13.9% | $4,797-0.6% | $5,287-9.8% |
| Admin fee / account holder | $15,332 | $10,846+41.4% | $8,520+80.0% | $10,133+51.3% |