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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 | $27,653 | $105,623-73.8% | $87,502-68.4% | $273,972-89.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.71% | 12.26%-1.5pp | 12.21%-1.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,840 | $3,141-41.4% | $2,550-27.8% | $4,869-62.2% |
| Participant deferral / active EE | $10,903 | $3,601+202.8% | $3,149+246.3% | $5,287+106.2% |
| Admin fee / account holder | $926 | $4,781-80.6% | $4,221-78.1% | $10,133-90.9% |