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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 | $131,977 | $96,558+36.7% | $80,977+63.0% | $273,972-51.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.17% | 15.14%-11.0pp | 17.11%-12.9pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,194 | $4,869-75.5% | $3,715-67.9% | $4,869-75.5% |
| Participant deferral / active EE | $10,892 | $6,598+65.1% | $5,696+91.2% | $5,287+106.0% |
| Admin fee / account holder | $596 | $7,493-92.0% | $5,517-89.2% | $10,133-94.1% |