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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 | $67,334 | $84,236-20.1% | $170,435-60.5% | $70,126-4.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.05% | 23.06%-6.0pp | 205.94%-188.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,190 | $3,387-35.3% | $5,432-59.7% | $2,343-6.5% |
| Participant deferral / active EE | $5,494 | $3,086+78.0% | $4,939+11.2% | $3,332+64.9% |
| Admin fee / account holder | $1,225 | $5,698-78.5% | $13,881-91.2% | $4,645-73.6% |