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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 | $35,879 | $76,834-53.3% | $108,359-66.9% | $87,485-59.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 24.54% | 19.09%+5.4pp | 36.89%-12.4pp | 26.06%-1.5pp |
| Employer contribution / active EE | $4,936 | $1,556+217.1% | $2,399+105.7% | $2,596+90.1% |
| Participant deferral / active EE | $10,469 | $3,100+237.7% | $4,137+153.1% | $4,274+145.0% |
| Admin fee / account holder | $1,883 | $6,537-71.2% | $9,741-80.7% | $7,775-75.8% |