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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 | $65,707 | $136,307-51.8% | $106,619-38.4% | $273,972-76.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 11.37% | 11.05%+0.3pp | 9.42%+1.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,987 | $5,190-23.2% | $3,947+1.0% | $4,869-18.1% |
| Participant deferral / active EE | $2,807 | $4,969-43.5% | $3,930-28.6% | $5,287-46.9% |
| Admin fee / account holder | $8,926 | $8,625+3.5% | $6,418+39.1% | $10,133-11.9% |