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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 | $38,944 | $67,602-42.4% | $82,312-52.7% | $70,126-44.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.37% | 21.57%-6.2pp | 25.88%-10.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,877 | $1,755+7.0% | $2,428-22.7% | $2,343-19.9% |
| Participant deferral / active EE | $2,954 | $2,987-1.1% | $3,706-20.3% | $3,332-11.3% |
| Admin fee / account holder | $1,067 | $4,512-76.4% | $5,608-81.0% | $4,645-77.0% |