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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 | $33,059 | $77,460-57.3% | $100,378-67.1% | $80,925-59.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 12.81% | 37.24%-24.4pp | 49.41%-36.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $2,219 | $2,801-20.8% | $3,942-43.7% | $2,756-19.5% |
| Participant deferral / active EE | $7,116 | $6,818+4.4% | $8,087-12.0% | $4,299+65.5% |
| Admin fee / account holder | $5,327 | $5,887-9.5% | $7,899-32.6% | $6,940-23.2% |