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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 | $34,339 | $98,760-65.2% | $149,715-77.1% | $79,858-57.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.51% | 27.43%-7.9pp | 276.66%-257.1pp | 31.72%-12.2pp |
| Employer contribution / active EE | $2,263 | $3,217-29.7% | $4,645-51.3% | $2,471-8.4% |
| Participant deferral / active EE | $6,616 | $5,681+16.5% | $6,842-3.3% | $3,740+76.9% |
| Admin fee / account holder | $1,408 | $6,053-76.7% | $9,310-84.9% | $5,306-73.5% |