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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 | $35,914 | $51,638-30.4% | $68,368-47.5% | $82,448-56.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 19.22% | 37.53%-18.3pp | 292.57%-273.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,015 | $2,047-50.4% | $2,649-61.7% | $2,551-60.2% |
| Participant deferral / active EE | $2,510 | $2,914-13.8% | $4,123-39.1% | $4,139-39.4% |
| Admin fee / account holder | $542 | $4,643-88.3% | $5,150-89.5% | $7,234-92.5% |