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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 | $44,532 | $95,453-53.3% | $112,040-60.3% | $82,448-46.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.32% | 23.92%-3.6pp | 24.52%-4.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,489 | $2,318+7.4% | $2,954-15.7% | $2,551-2.4% |
| Participant deferral / active EE | $5,673 | $4,224+34.3% | $5,098+11.3% | $4,139+37.0% |
| Admin fee / account holder | $3,471 | $9,013-61.5% | $12,098-71.3% | $7,234-52.0% |