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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 | $38,262 | $87,037-56.0% | $106,201-64.0% | $80,874-52.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 18.41% | 17.05%+1.4pp | 116.26%-97.8pp | 35.62%-17.2pp |
| Employer contribution / active EE | $2,508 | $2,396+4.7% | $3,170-20.9% | $2,756-9.0% |
| Participant deferral / active EE | $6,913 | $3,986+73.4% | $5,012+37.9% | $4,297+60.9% |
| Admin fee / account holder | $448 | $8,434-94.7% | $11,039-95.9% | $6,935-93.5% |