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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 | $31,498 | $59,804-47.3% | $81,982-61.6% | $79,856-60.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 10.35% | 17.56%-7.2pp | 41.31%-31.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $3,699 | $1,713+115.9% | $2,498+48.0% | $2,471+49.7% |
| Participant deferral / active EE | $3,406 | $2,695+26.4% | $3,722-8.5% | $3,741-8.9% |
| Admin fee / account holder | $1,929 | $4,288-55.0% | $5,665-65.9% | $5,306-63.6% |