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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 | $39,290 | $67,411-41.7% | $91,004-56.8% | $70,131-44.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 21.06% | -40.16%+61.2pp | 4.60%+16.5pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,021 | $1,786+13.2% | $2,456-17.7% | $2,342-13.7% |
| Participant deferral / active EE | $4,489 | $2,823+59.0% | $3,548+26.5% | $3,332+34.7% |
| Admin fee / account holder | $814 | $4,236-80.8% | $5,417-85.0% | $4,645-82.5% |