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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 | $66,851 | $80,983-17.5% | $96,544-30.8% | $75,177-11.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 23.86% | 27.05%-3.2pp | 25.88%-2.0pp | 160.75%-136.9pp |
| Employer contribution / active EE | $6,450 | $2,282+182.6% | $2,966+117.4% | $2,671+141.5% |
| Participant deferral / active EE | $12,455 | $3,929+217.0% | $4,851+156.7% | $4,126+201.8% |
| Admin fee / account holder | $1,531 | $6,717-77.2% | $8,254-81.5% | $5,651-72.9% |