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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 | $63,806 | $77,358-17.5% | $102,184-37.6% | $87,485-27.1% |
| Participation rate | 90.0% | 78.7%+11.3pp | 82.6%+7.4pp | 68.9%+21.1pp |
| Annual return | 24.24% | 41.11%-16.9pp | 31.58%-7.3pp | 26.06%-1.8pp |
| Employer contribution / active EE | $37 | $2,562-98.6% | $3,594-99.0% | $2,596-98.6% |
| Participant deferral / active EE | $14,098 | $6,753+108.8% | $8,309+69.7% | $4,274+229.9% |
| Admin fee / account holder | $10,213 | $6,809+50.0% | $11,609-12.0% | $7,775+31.4% |