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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 | $52,523 | $77,920-32.6% | $149,723-64.9% | $75,177-30.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.58% | 31.72%-15.1pp | 134.50%-117.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,337 | $3,138-57.4% | $4,821-72.3% | $2,671-50.0% |
| Participant deferral / active EE | $3,390 | $3,411-0.6% | $5,682-40.3% | $4,126-17.8% |
| Admin fee / account holder | $446 | $5,951-92.5% | $13,215-96.6% | $5,651-92.1% |