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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 | $32,429 | $93,598-65.4% | $135,974-76.2% | $75,173-56.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.39% | 30.89%-1.5pp | 68.30%-38.9pp | 160.72%-131.3pp |
| Employer contribution / active EE | $2,674 | $3,538-24.4% | $4,859-45.0% | $2,671+0.1% |
| Participant deferral / active EE | $7,081 | $6,405+10.5% | $7,760-8.8% | $4,126+71.6% |
| Admin fee / account holder | $406 | $6,978-94.2% | $10,767-96.2% | $5,651-92.8% |