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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 | $53,112 | $81,457-34.8% | $103,378-48.6% | $80,911-34.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.59% | 25.58%-9.0pp | 24.91%-8.3pp | 35.63%-19.0pp |
| Employer contribution / active EE | $2,645 | $3,107-14.9% | $3,870-31.7% | $2,756-4.0% |
| Participant deferral / active EE | $4,443 | $3,871+14.8% | $5,058-12.2% | $4,297+3.4% |
| Admin fee / account holder | $1,221 | $6,717-81.8% | $8,401-85.5% | $6,935-82.4% |