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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 | $106,588-69.6% | $94,215-65.6% | $155,188-79.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 11.49% | 29.39%-17.9pp | 28.22%-16.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,024 | $3,080-66.8% | $2,675-61.7% | $4,248-75.9% |
| Participant deferral / active EE | $2,605 | $4,802-45.8% | $4,276-39.1% | $6,531-60.1% |
| Admin fee / account holder | $6,616 | $12,281-46.1% | $10,216-35.2% | $14,480-54.3% |