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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 | $32,756 | $112,729-70.9% | $98,716-66.8% | $137,256-76.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.97% | 38.48%-24.5pp | 31.81%-17.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,758 | $2,725-35.5% | $2,279-22.9% | $4,156-57.7% |
| Participant deferral / active EE | $2,099 | $4,640-54.8% | $4,048-48.1% | $6,407-67.2% |
| Admin fee / account holder | $456 | $10,129-95.5% | $8,703-94.8% | $12,270-96.3% |