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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 | $27,562 | $78,015-64.7% | $178,505-84.6% | $80,959-66.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 14.76% | 18.10%-3.3pp | 27.16%-12.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,820 | $2,281+111.3% | $3,955+21.9% | $2,757+74.8% |
| Participant deferral / active EE | $3,124 | $4,406-29.1% | $6,280-50.3% | $4,300-27.4% |
| Admin fee / account holder | $339 | $7,160-95.3% | $10,428-96.8% | $6,925-95.1% |