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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 | $36,288 | $81,476-55.5% | $102,383-64.6% | $80,925-55.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.86% | 25.59%-11.7pp | 24.94%-11.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $3,928 | $3,105+26.5% | $3,870+1.5% | $2,756+42.5% |
| Participant deferral / active EE | $9,468 | $3,871+144.6% | $5,060+87.1% | $4,299+120.2% |
| Admin fee / account holder | $2,866 | $6,717-57.3% | $8,391-65.8% | $6,940-58.7% |