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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 | $30,534 | $124,425-75.5% | $112,040-72.7% | $137,256-77.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.19% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,732 | $3,411-49.2% | $2,954-41.4% | $4,156-58.3% |
| Participant deferral / active EE | $7,396 | $5,718+29.3% | $5,098+45.1% | $6,407+15.4% |
| Admin fee / account holder | $305 | $15,207-98.0% | $12,098-97.5% | $12,270-97.5% |