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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 | $41,958 | $76,834-45.4% | $108,359-61.3% | $87,485-52.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 19.29% | 19.09%+0.2pp | 36.89%-17.6pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,636 | $1,556+5.1% | $2,399-31.8% | $2,596-37.0% |
| Participant deferral / active EE | $2,282 | $3,100-26.4% | $4,137-44.8% | $4,274-46.6% |
| Admin fee / account holder | $1,160 | $6,537-82.3% | $9,741-88.1% | $7,775-85.1% |