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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 | $67,677 | $80,992-16.4% | $96,534-29.9% | $75,173-10.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.79% | 27.05%-10.3pp | 25.88%-9.1pp | 160.72%-143.9pp |
| Employer contribution / active EE | $3,663 | $2,283+60.5% | $2,965+23.5% | $2,671+37.1% |
| Participant deferral / active EE | $7,513 | $3,929+91.2% | $4,851+54.9% | $4,126+82.1% |
| Admin fee / account holder | $8,609 | $6,717+28.2% | $8,253+4.3% | $5,651+52.4% |