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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 | $43,203 | $48,078-10.1% | $78,676-45.1% | $62,881-31.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.07% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,579 | $2,015-21.6% | $2,850-44.6% | $2,281-30.8% |
| Participant deferral / active EE | $1,999 | $2,587-22.7% | $3,517-43.2% | $3,203-37.6% |
| Admin fee / account holder | $737 | $3,206-77.0% | $4,510-83.7% | $4,296-82.8% |