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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 | $37,461 | $72,273-48.2% | $101,275-63.0% | $79,856-53.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.49% | 22.30%-9.8pp | 46.48%-34.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,817 | $2,691+4.7% | $3,660-23.0% | $2,471+14.0% |
| Participant deferral / active EE | $3,520 | $3,282+7.3% | $4,371-19.5% | $3,741-5.9% |
| Admin fee / account holder | $775 | $4,401-82.4% | $5,948-87.0% | $5,306-85.4% |