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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 | $90,311 | $63,845+41.5% | $81,370+11.0% | $80,959+11.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.59% | 16.37%-1.8pp | 24.85%-10.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $470 | $1,980-76.3% | $2,464-80.9% | $2,757-82.9% |
| Participant deferral / active EE | $1,720 | $3,093-44.4% | $3,885-55.7% | $4,300-60.0% |
| Admin fee / account holder | $19,503 | $5,688+242.9% | $5,749+239.2% | $6,925+181.6% |