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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 | $25,591 | $76,371-66.5% | $93,621-72.7% | $72,976-64.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 41.87% | 25.82%+16.1pp | 32.76%+9.1pp | 81.02%-39.1pp |
| Employer contribution / active EE | $2,223 | $2,276-2.3% | $2,719-18.2% | $2,440-8.9% |
| Participant deferral / active EE | $3,146 | $3,538-11.1% | $4,070-22.7% | $3,608-12.8% |
| Admin fee / account holder | $3,101 | $6,839-54.7% | $7,890-60.7% | $5,124-39.5% |