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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 | $29,812 | $77,523-61.5% | $100,383-70.3% | $80,874-63.1% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.65% | 37.21%-20.6pp | 49.26%-32.6pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,240 | $2,801+15.6% | $3,944-17.9% | $2,756+17.6% |
| Participant deferral / active EE | $7,272 | $6,822+6.6% | $8,086-10.1% | $4,297+69.2% |
| Admin fee / account holder | $696 | $5,899-88.2% | $7,900-91.2% | $6,935-90.0% |