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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 | $27,899 | $107,809-74.1% | $97,032-71.2% | $155,188-82.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 9.54% | 38.06%-28.5pp | 35.38%-25.8pp | 148.84%-139.3pp |
| Employer contribution / active EE | $2,151 | $2,911-26.1% | $2,629-18.2% | $4,248-49.4% |
| Participant deferral / active EE | $1,270 | $5,129-75.2% | $4,672-72.8% | $6,531-80.5% |
| Admin fee / account holder | $665 | $10,717-93.8% | $9,418-92.9% | $14,480-95.4% |