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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 | $32,798 | $105,284-68.8% | $150,734-78.2% | $94,015-65.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 18.02% | 15.67%+2.3pp | 600.81%-582.8pp | 17.84%+0.2pp |
| Employer contribution / active EE | $2,948 | $3,599-18.1% | $4,918-40.1% | $2,790+5.7% |
| Participant deferral / active EE | $4,416 | $4,274+3.3% | $5,610-21.3% | $4,249+3.9% |
| Admin fee / account holder | $3,295 | $9,839-66.5% | $14,905-77.9% | $8,951-63.2% |