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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 | $24,988 | $107,666-76.8% | $102,184-75.5% | $154,746-83.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.34% | 29.33%-16.0pp | 31.58%-18.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,376 | $3,846-12.2% | $3,594-6.0% | $4,379-22.9% |
| Participant deferral / active EE | $7,706 | $8,719-11.6% | $8,309-7.3% | $6,730+14.5% |
| Admin fee / account holder | $11,869 | $12,943-8.3% | $11,609+2.2% | $14,365-17.4% |