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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 | $32,642 | $81,476-59.9% | $102,383-68.1% | $80,925-59.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.51% | 25.59%-14.1pp | 24.94%-13.4pp | 35.65%-24.1pp |
| Employer contribution / active EE | $3,487 | $3,105+12.3% | $3,870-9.9% | $2,756+26.5% |
| Participant deferral / active EE | $3,600 | $3,871-7.0% | $5,060-28.8% | $4,299-16.3% |
| Admin fee / account holder | $8,752 | $6,717+30.3% | $8,391+4.3% | $6,940+26.1% |