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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 | $41,868 | $97,550-57.1% | $120,344-65.2% | $87,485-52.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 18.90% | 18.41%+0.5pp | 20.30%-1.4pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,264 | $2,291-44.8% | $3,020-58.2% | $2,596-51.3% |
| Participant deferral / active EE | $3,796 | $4,230-10.3% | $5,135-26.1% | $4,274-11.2% |
| Admin fee / account holder | $2,699 | $9,543-71.7% | $12,742-78.8% | $7,775-65.3% |