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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 | $29,015 | $93,617-69.0% | $135,982-78.7% | $75,177-61.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.48% | 30.89%-15.4pp | 68.32%-52.8pp | 160.75%-145.3pp |
| Employer contribution / active EE | $4,177 | $3,538+18.1% | $4,859-14.0% | $2,671+56.4% |
| Participant deferral / active EE | $5,968 | $6,406-6.8% | $7,760-23.1% | $4,126+44.6% |
| Admin fee / account holder | $1,865 | $6,980-73.3% | $10,767-82.7% | $5,651-67.0% |