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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 | $32,929 | $60,442-45.5% | $96,754-66.0% | $87,485-62.4% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 15.72% | 21.97%-6.2pp | 82.04%-66.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,390 | $1,691+41.4% | $2,679-10.8% | $2,596-7.9% |
| Participant deferral / active EE | $3,848 | $3,280+17.3% | $4,758-19.1% | $4,274-10.0% |
| Admin fee / account holder | $1,231 | $5,069-75.7% | $8,905-86.2% | $7,775-84.2% |