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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 | $40,756 | $90,486-55.0% | $78,676-48.2% | $273,972-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.72% | 75.62%-66.9pp | 62.19%-53.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,676 | $3,175-15.7% | $2,850-6.1% | $4,869-45.0% |
| Participant deferral / active EE | $4,507 | $3,901+15.5% | $3,517+28.2% | $5,287-14.8% |
| Admin fee / account holder | $521 | $5,263-90.1% | $4,510-88.5% | $10,133-94.9% |