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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 | $18,496 | $48,078-61.5% | $78,676-76.5% | $62,881-70.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.20% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,241 | $2,015+11.2% | $2,850-21.4% | $2,281-1.8% |
| Participant deferral / active EE | $3,812 | $2,587+47.3% | $3,517+8.4% | $3,203+19.0% |
| Admin fee / account holder | $1,606 | $3,206-49.9% | $4,510-64.4% | $4,296-62.6% |