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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 | $65,368 | $106,524-38.6% | $152,301-57.1% | $87,485-25.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.29% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,626 | $3,371-22.1% | $4,624-43.2% | $2,596+1.1% |
| Participant deferral / active EE | $6,093 | $6,525-6.6% | $8,004-23.9% | $4,274+42.6% |
| Admin fee / account holder | $13,859 | $8,287+67.2% | $14,398-3.7% | $7,775+78.3% |