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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 | $45,749 | $49,024-6.7% | $112,860-59.5% | $87,485-47.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 66.3%+33.7pp | 68.9%+31.1pp |
| Annual return | 19.15% | 43.86%-24.7pp | 35.26%-16.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $8,363 | $1,290+548.0% | $2,206+279.1% | $2,596+222.1% |
| Participant deferral / active EE | $1,341 | $2,209-39.3% | $3,493-61.6% | $4,274-68.6% |
| Admin fee / account holder | $3,803 | $6,266-39.3% | $6,841-44.4% | $7,775-51.1% |