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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 | $29,640 | $39,534-25.0% | $46,225-35.9% | $62,881-52.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | 6.57% | 8.93%-2.4pp | 7.57%-1.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $6,104 | $2,646+130.6% | $3,424+78.3% | $2,281+167.6% |
| Participant deferral / active EE | $4,372 | $2,681+63.0% | $3,776+15.8% | $3,203+36.5% |
| Admin fee / account holder | $452 | $2,464-81.6% | $3,519-87.1% | $4,296-89.5% |