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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 | $22,717 | $215,361-89.5% | $171,082-86.7% | $273,972-91.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.93% | 25.14%-20.2pp | 32.56%-27.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,280 | $4,967-74.2% | $4,002-68.0% | $4,869-73.7% |
| Participant deferral / active EE | $6,187 | $5,543+11.6% | $4,797+29.0% | $5,287+17.0% |
| Admin fee / account holder | $5,004 | $10,846-53.9% | $8,520-41.3% | $10,133-50.6% |