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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 | $32,447 | $88,996-63.5% | $78,004-58.4% | $138,895-76.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 11.49% | 28.03%-16.5pp | 31.07%-19.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $1,024 | $2,917-64.9% | $2,469-58.5% | $4,194-75.6% |
| Participant deferral / active EE | $2,605 | $4,724-44.9% | $4,092-36.3% | $6,396-59.3% |
| Admin fee / account holder | $6,616 | $8,807-24.9% | $7,578-12.7% | $12,562-47.3% |