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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 | $64,349 | $73,978-13.0% | $96,515-33.3% | $75,173-14.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.37% | 26.72%-10.4pp | 35.73%-19.4pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,410 | $2,931+16.3% | $3,740-8.8% | $2,671+27.7% |
| Participant deferral / active EE | $2,825 | $3,660-22.8% | $4,880-42.1% | $4,126-31.5% |
| Admin fee / account holder | $2,091 | $5,219-59.9% | $6,735-69.0% | $5,651-63.0% |