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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 | $37,072 | $67,602-45.2% | $82,312-55.0% | $70,126-47.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.98% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,029 | $1,755+72.6% | $2,428+24.7% | $2,343+29.3% |
| Participant deferral / active EE | $2,289 | $2,987-23.4% | $3,706-38.2% | $3,332-31.3% |
| Admin fee / account holder | $1,057 | $4,512-76.6% | $5,608-81.1% | $4,645-77.2% |