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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 | $43,965 | $94,439-53.4% | $73,658-40.3% | $154,746-71.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.40% | 28.25%-8.8pp | 29.72%-10.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $454 | $1,257-63.9% | $1,032-56.0% | $4,379-89.6% |
| Participant deferral / active EE | $3,202 | $2,527+26.7% | $2,062+55.3% | $6,730-52.4% |
| Admin fee / account holder | $2,175 | $3,843-43.4% | $3,357-35.2% | $14,365-84.9% |