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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 | $47,338 | $58,600-19.2% | $83,327-43.2% | $64,173-26.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.67% | 9.66%-15.3pp | 10.64%-16.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,244 | $2,098+54.6% | $3,379-4.0% | $2,381+36.3% |
| Participant deferral / active EE | $6,998 | $4,656+50.3% | $5,565+25.7% | $3,470+101.7% |
| Admin fee / account holder | $7,621 | $9,282-17.9% | $7,540+1.1% | $4,887+55.9% |