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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 | $28,392 | $76,551-62.9% | $123,894-77.1% | $62,881-54.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.15% | 18.68%-9.5pp | 47.52%-38.4pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,691 | $2,882+28.0% | $4,617-20.1% | $2,281+61.8% |
| Participant deferral / active EE | $2,769 | $4,840-42.8% | $5,984-53.7% | $3,203-13.6% |
| Admin fee / account holder | $1,917 | $4,826-60.3% | $8,357-77.1% | $4,296-55.4% |