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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 | $43,353 | $67,602-35.9% | $82,312-47.3% | $70,126-38.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.87% | 21.57%-6.7pp | 25.88%-11.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $1,370 | $1,755-21.9% | $2,428-43.6% | $2,343-41.5% |
| Participant deferral / active EE | $2,169 | $2,987-27.4% | $3,706-41.5% | $3,332-34.9% |
| Admin fee / account holder | $1,802 | $4,512-60.1% | $5,608-67.9% | $4,645-61.2% |