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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 | $45,772 | $106,864-57.2% | $147,318-68.9% | $82,637-44.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.52% | 27.49%-13.0pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,465 | $3,417-27.9% | $4,593-46.3% | $2,552-3.4% |
| Participant deferral / active EE | $4,813 | $6,496-25.9% | $7,906-39.1% | $4,126+16.6% |
| Admin fee / account holder | $4,489 | $8,415-46.7% | $13,708-67.3% | $7,339-38.8% |