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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 | $70,507 | $81,276-13.2% | $155,574-54.7% | $80,925-12.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.88% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,519 | $3,103-18.8% | $4,676-46.1% | $2,756-8.6% |
| Participant deferral / active EE | $4,696 | $3,453+36.0% | $5,629-16.6% | $4,299+9.2% |
| Admin fee / account holder | $1,826 | $7,993-77.2% | $15,914-88.5% | $6,940-73.7% |