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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 | $32,782 | $72,492-54.8% | $87,104-62.4% | $72,975-55.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.52% | 24.46%-6.9pp | 28.19%-10.7pp | 81.01%-63.5pp |
| Employer contribution / active EE | $1,567 | $1,894-17.3% | $2,521-37.9% | $2,440-35.8% |
| Participant deferral / active EE | $1,652 | $3,270-49.5% | $4,048-59.2% | $3,608-54.2% |
| Admin fee / account holder | $496 | $5,055-90.2% | $7,491-93.4% | $5,124-90.3% |