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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 | $32,586 | $67,602-51.8% | $82,312-60.4% | $70,126-53.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,881 | $1,755+7.2% | $2,428-22.5% | $2,343-19.7% |
| Participant deferral / active EE | $2,673 | $2,987-10.5% | $3,706-27.9% | $3,332-19.8% |
| Admin fee / account holder | $3,256 | $4,512-27.8% | $5,608-41.9% | $4,645-29.9% |