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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 | $56,736 | $60,444-6.1% | $68,948-17.7% | $82,448-31.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.2%+20.8pp | 68.1%+31.9pp |
| Annual return | 15.51% | 15.42%+0.1pp | 28.39%-12.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,206 | $3,449-7.0% | $4,165-23.0% | $2,551+25.7% |
| Participant deferral / active EE | $5,059 | $3,658+38.3% | $6,186-18.2% | $4,139+22.2% |
| Admin fee / account holder | $2,775 | $6,421-56.8% | $7,539-63.2% | $7,234-61.6% |