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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 | $55,571 | $72,492-23.3% | $87,104-36.2% | $72,975-23.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.03% | 24.46%-5.4pp | 28.19%-9.2pp | 81.01%-62.0pp |
| Employer contribution / active EE | $2,284 | $1,894+20.6% | $2,521-9.4% | $2,440-6.4% |
| Participant deferral / active EE | $3,256 | $3,270-0.4% | $4,048-19.6% | $3,608-9.8% |
| Admin fee / account holder | $4,923 | $5,055-2.6% | $7,491-34.3% | $5,124-3.9% |