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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 | $34,009 | $57,057-40.4% | $85,009-60.0% | $80,874-57.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.79% | 21.66%-8.9pp | 66.47%-53.7pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,233 | $1,799+24.2% | $2,728-18.1% | $2,756-19.0% |
| Participant deferral / active EE | $3,760 | $3,112+20.8% | $4,522-16.8% | $4,297-12.5% |
| Admin fee / account holder | $1,455 | $4,986-70.8% | $6,153-76.3% | $6,935-79.0% |