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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 | $57,464 | $99,345-42.2% | $84,753-32.2% | $273,972-79.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.10% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,426 | $4,214-42.4% | $3,574-32.1% | $4,869-50.2% |
| Participant deferral / active EE | $2,971 | $4,270-30.4% | $3,712-20.0% | $5,287-43.8% |
| Admin fee / account holder | $1,387 | $6,645-79.1% | $5,333-74.0% | $10,133-86.3% |