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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 | $14,828 | $65,712-77.4% | $57,196-74.1% | $273,972-94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.90% | 22.01%-16.1pp | 14.59%-8.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,465 | $3,280-24.8% | $2,683-8.1% | $4,869-49.4% |
| Participant deferral / active EE | $4,005 | $3,782+5.9% | $3,096+29.3% | $5,287-24.3% |
| Admin fee / account holder | $5,243 | $4,838+8.4% | $3,141+66.9% | $10,133-48.3% |