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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 | $26,860 | $99,345-73.0% | $84,753-68.3% | $273,972-90.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.58% | 22.93%-7.3pp | 22.78%-7.2pp | 41.46%-25.9pp |
| Employer contribution / active EE | $1,417 | $4,214-66.4% | $3,574-60.4% | $4,869-70.9% |
| Participant deferral / active EE | $6,823 | $4,270+59.8% | $3,712+83.8% | $5,287+29.1% |
| Admin fee / account holder | $1,165 | $6,645-82.5% | $5,333-78.1% | $10,133-88.5% |