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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 | $46,344 | $110,137-57.9% | $161,149-71.2% | $82,637-43.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.04% | 20.69%-5.6pp | 21.16%-6.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $2,603 | $2,856-8.9% | $4,360-40.3% | $2,552+2.0% |
| Participant deferral / active EE | $4,049 | $4,575-11.5% | $6,153-34.2% | $4,126-1.9% |
| Admin fee / account holder | $6,083 | $9,467-35.7% | $15,194-60.0% | $7,339-17.1% |