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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 | $56,962 | $81,276-29.9% | $155,574-63.4% | $80,925-29.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.17% | 33.36%-17.2pp | 64.87%-48.7pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,939 | $3,103-5.3% | $4,676-37.1% | $2,756+6.6% |
| Participant deferral / active EE | $1,364 | $3,453-60.5% | $5,629-75.8% | $4,299-68.3% |
| Admin fee / account holder | $6,936 | $7,993-13.2% | $15,914-56.4% | $6,940-0.1% |