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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 | $36,809 | $65,712-44.0% | $57,196-35.6% | $273,972-86.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.92% | 22.01%-12.1pp | 14.59%-4.7pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,790 | $3,280-45.4% | $2,683-33.3% | $4,869-63.2% |
| Participant deferral / active EE | $6,662 | $3,782+76.1% | $3,096+115.2% | $5,287+26.0% |
| Admin fee / account holder | $1,254 | $4,838-74.1% | $3,141-60.1% | $10,133-87.6% |