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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 | $41,807 | $88,707-52.9% | $74,184-43.6% | $273,972-84.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.80% | 11.94%-2.1pp | 17.74%-7.9pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,643 | $3,159+15.3% | $2,370+53.7% | $4,869-25.2% |
| Participant deferral / active EE | $2,581 | $4,212-38.7% | $3,550-27.3% | $5,287-51.2% |
| Admin fee / account holder | $716 | $8,717-91.8% | $5,586-87.2% | $10,133-92.9% |