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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 | $46,845 | $87,180-46.3% | $173,703-73.0% | $94,015-50.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | 9.52% | 14.17%-4.7pp | 17.46%-7.9pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,351 | $2,494-45.8% | $4,288-68.5% | $2,790-51.6% |
| Participant deferral / active EE | $2,062 | $3,343-38.3% | $4,854-57.5% | $4,249-51.5% |
| Admin fee / account holder | $3,677 | $7,506-51.0% | $15,562-76.4% | $8,951-58.9% |