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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 | $62,498 | $72,486-13.8% | $87,103-28.2% | $72,976-14.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.67% | 24.46%-3.8pp | 28.19%-7.5pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,785 | $1,894+47.1% | $2,521+10.5% | $2,440+14.1% |
| Participant deferral / active EE | $2,728 | $3,270-16.6% | $4,049-32.6% | $3,608-24.4% |
| Admin fee / account holder | $11,334 | $5,055+124.2% | $7,491+51.3% | $5,124+121.2% |