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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 | $63,627 | $52,306+21.6% | $69,779-8.8% | $62,881+1.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.88% | 13.35%-7.5pp | 12.99%-7.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,002 | $1,799-44.3% | $2,338-57.1% | $2,281-56.1% |
| Participant deferral / active EE | $1,889 | $2,395-21.1% | $2,931-35.6% | $3,203-41.0% |
| Admin fee / account holder | $396 | $3,691-89.3% | $4,381-91.0% | $4,296-90.8% |