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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 | $6,880 | $87,166-92.1% | $76,735-91.0% | $137,256-95.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.94% | 26.50%-8.6pp | 29.77%-11.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,768 | $2,904-4.7% | $2,454+12.8% | $4,156-33.4% |
| Participant deferral / active EE | $5,048 | $4,726+6.8% | $4,088+23.5% | $6,407-21.2% |
| Admin fee / account holder | $7,749 | $8,403-7.8% | $7,189+7.8% | $12,270-36.8% |