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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 | $30,739 | $107,733-71.5% | $92,985-66.9% | $154,746-80.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 18.29% | 30.39%-12.1pp | 27.99%-9.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,232 | $3,126+35.4% | $2,662+59.0% | $4,379-3.4% |
| Participant deferral / active EE | $1,316 | $5,053-74.0% | $4,377-69.9% | $6,730-80.4% |
| Admin fee / account holder | $1,166 | $11,369-89.7% | $9,463-87.7% | $14,365-91.9% |