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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 | $40,480 | $76,407-47.0% | $150,298-73.1% | $82,448-50.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 21.93% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,804 | $2,614-31.0% | $4,154-56.6% | $2,551-29.3% |
| Participant deferral / active EE | $12,513 | $3,214+289.3% | $5,453+129.5% | $4,139+202.3% |
| Admin fee / account holder | $9,046 | $6,352+42.4% | $14,116-35.9% | $7,234+25.0% |