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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 | $52,268 | $93,064-43.8% | $74,577-29.9% | $273,972-80.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.25% | 26.18%-23.9pp | 20.47%-18.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $756 | $3,160-76.1% | $2,525-70.1% | $4,869-84.5% |
| Participant deferral / active EE | $2,345 | $4,160-43.6% | $3,458-32.2% | $5,287-55.7% |
| Admin fee / account holder | $6,279 | $5,273+19.1% | $4,138+51.7% | $10,133-38.0% |