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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 | $62,925 | $90,400-30.4% | $186,193-66.2% | $87,485-28.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 17.77% | 22.15%-4.4pp | 78.03%-60.3pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,099 | $2,170-3.3% | $3,918-46.4% | $2,596-19.1% |
| Participant deferral / active EE | $4,520 | $4,330+4.4% | $6,513-30.6% | $4,274+5.8% |
| Admin fee / account holder | $2,490 | $8,673-71.3% | $11,058-77.5% | $7,775-68.0% |