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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 | $67,329 | $107,421-37.3% | $182,262-63.1% | $94,015-28.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 12.97% | 21.32%-8.4pp | 140.60%-127.6pp | 17.84%-4.9pp |
| Employer contribution / active EE | $2,561 | $3,448-25.7% | $5,046-49.2% | $2,790-8.2% |
| Participant deferral / active EE | $4,057 | $6,558-38.1% | $8,276-51.0% | $4,249-4.5% |
| Admin fee / account holder | $714 | $8,692-91.8% | $16,712-95.7% | $8,951-92.0% |