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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 | $49,640 | $101,795-51.2% | $165,100-69.9% | $80,959-38.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.35% | 16.73%-3.4pp | 70.21%-56.9pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,570 | $2,954-13.0% | $4,348-40.9% | $2,757-6.8% |
| Participant deferral / active EE | $3,603 | $4,476-19.5% | $6,035-40.3% | $4,300-16.2% |
| Admin fee / account holder | $7,161 | $8,221-12.9% | $12,696-43.6% | $6,925+3.4% |