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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 | $74,649 | $143,969-48.1% | $199,883-62.7% | $82,637-9.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 14.26% | 25.67%-11.4pp | 43.81%-29.6pp | 53.51%-39.2pp |
| Employer contribution / active EE | $3,555 | $4,632-23.2% | $6,261-43.2% | $2,552+39.3% |
| Participant deferral / active EE | $3,297 | $6,937-52.5% | $9,138-63.9% | $4,126-20.1% |
| Admin fee / account holder | $3,090 | $14,597-78.8% | $17,268-82.1% | $7,339-57.9% |