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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 | $51,485 | $86,949-40.8% | $102,460-49.8% | $80,959-36.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 20.01% | 18.89%+1.1pp | 29.47%-9.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $2,075 | $2,370-12.4% | $3,025-31.4% | $2,757-24.7% |
| Participant deferral / active EE | $1,900 | $4,121-53.9% | $5,056-62.4% | $4,300-55.8% |
| Admin fee / account holder | $8,355 | $8,048+3.8% | $9,460-11.7% | $6,925+20.6% |