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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 | $34,907 | $76,550-54.4% | $123,894-71.8% | $62,881-44.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.88% | 18.67%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,193 | $2,882+10.8% | $4,617-30.8% | $2,281+40.0% |
| Participant deferral / active EE | $2,650 | $4,840-45.3% | $5,984-55.7% | $3,203-17.3% |
| Admin fee / account holder | $1,001 | $4,826-79.3% | $8,357-88.0% | $4,296-76.7% |