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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 | $37,148 | $56,544-34.3% | $75,501-50.8% | $70,126-47.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.20% | 23.59%-10.4pp | 27.35%-14.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,681 | $1,817-7.5% | $2,352-28.5% | $2,343-28.3% |
| Participant deferral / active EE | $3,745 | $2,580+45.2% | $3,142+19.2% | $3,332+12.4% |
| Admin fee / account holder | $576 | $3,827-84.9% | $5,801-90.1% | $4,645-87.6% |