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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 | $28,429 | $67,602-57.9% | $82,312-65.5% | $70,126-59.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.47% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,142 | $1,755+22.0% | $2,428-11.8% | $2,343-8.6% |
| Participant deferral / active EE | $2,230 | $2,987-25.4% | $3,706-39.8% | $3,332-33.1% |
| Admin fee / account holder | $590 | $4,512-86.9% | $5,608-89.5% | $4,645-87.3% |