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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 | $36,724 | $32,037+14.6% | $69,182-46.9% | $62,881-41.6% |
| Participation rate | 93.3% | 43.4%+49.9pp | 55.1%+38.2pp | 69.3%+24.0pp |
| Annual return | 10.28% | 15.16%-4.9pp | -21.93%+32.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $359 | $679-47.1% | $1,206-70.2% | $2,281-84.2% |
| Participant deferral / active EE | $3,066 | $1,185+158.7% | $1,897+61.6% | $3,203-4.3% |
| Admin fee / account holder | $600 | $2,608-77.0% | $2,697-77.7% | $4,296-86.0% |