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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 | $36,154 | $60,349-40.1% | $74,184-51.3% | $62,881-42.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.70% | 21.38%-13.7pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,114 | $1,680+25.8% | $2,370-10.8% | $2,281-7.3% |
| Participant deferral / active EE | $3,774 | $2,856+32.1% | $3,550+6.3% | $3,203+17.8% |
| Admin fee / account holder | $6,358 | $4,261+49.2% | $5,586+13.8% | $4,296+48.0% |