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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 | $41,103 | $75,047-45.2% | $113,397-63.8% | - |
| Participation rate | 100.0% | 69.9%+30.1pp | 76.5%+23.5pp | - |
| Annual return | 15.03% | 13.74%+1.3pp | 23.20%-8.2pp | - |
| Employer contribution / active EE | $1,606 | $2,227-27.9% | $2,977-46.1% | - |
| Participant deferral / active EE | $5,189 | $4,172+24.4% | $5,076+2.2% | - |
| Admin fee / account holder | $10,612 | $5,004+112.1% | $11,957-11.2% | - |