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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 | $35,725 | $72,492-50.7% | $87,102-59.0% | $72,983-51.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.68% | 24.46%+3.2pp | 28.19%-0.5pp | 81.01%-53.3pp |
| Employer contribution / active EE | $4,302 | $1,894+127.2% | $2,521+70.6% | $2,440+76.3% |
| Participant deferral / active EE | $3,875 | $3,270+18.5% | $4,048-4.3% | $3,608+7.4% |
| Admin fee / account holder | $701 | $5,055-86.1% | $7,491-90.6% | $5,124-86.3% |