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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 | $29,711 | $155,555-80.9% | $146,866-79.8% | $155,188-80.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.70% | 115.41%-102.7pp | 102.85%-90.2pp | 148.84%-136.1pp |
| Employer contribution / active EE | $3,314 | $4,647-28.7% | $4,425-25.1% | $4,248-22.0% |
| Participant deferral / active EE | $6,579 | $8,044-18.2% | $7,759-15.2% | $6,531+0.7% |
| Admin fee / account holder | $2,043 | $14,755-86.2% | $13,620-85.0% | $14,480-85.9% |