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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 | $65,649 | $81,487-19.4% | $102,412-35.9% | $80,935-18.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.35% | 25.60%-13.2pp | 24.94%-12.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $5,674 | $3,103+82.9% | $3,870+46.6% | $2,757+105.8% |
| Participant deferral / active EE | $4,259 | $3,871+10.0% | $5,060-15.8% | $4,299-0.9% |
| Admin fee / account holder | $1,307 | $6,717-80.5% | $8,388-84.4% | $6,924-81.1% |