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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 | $30,157 | $99,343-69.6% | $84,751-64.4% | $273,968-89.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.02% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $6,603 | $4,214+56.7% | $3,574+84.7% | $4,869+35.6% |
| Participant deferral / active EE | $1,892 | $4,269-55.7% | $3,712-49.0% | $5,287-64.2% |
| Admin fee / account holder | $422 | $6,645-93.7% | $5,333-92.1% | $10,132-95.8% |