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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 | $62,986 | $81,358-22.6% | $155,556-59.5% | $80,959-22.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.25% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,762 | $3,106+53.3% | $4,675+1.8% | $2,757+72.7% |
| Participant deferral / active EE | $3,211 | $3,455-7.1% | $5,631-43.0% | $4,300-25.3% |
| Admin fee / account holder | $2,581 | $7,994-67.7% | $15,885-83.8% | $6,925-62.7% |