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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 | $12,133 | $107,733-88.7% | $92,985-87.0% | $154,746-92.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.40% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,606 | $3,126+15.3% | $2,662+35.5% | $4,379-17.6% |
| Participant deferral / active EE | $4,213 | $5,053-16.6% | $4,377-3.7% | $6,730-37.4% |
| Admin fee / account holder | $1,342 | $11,369-88.2% | $9,463-85.8% | $14,365-90.7% |