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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 | $53,536 | $87,132-38.6% | $105,624-49.3% | $80,959-33.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.51% | 17.03%-4.5pp | 116.20%-103.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,008 | $2,397-16.2% | $3,168-36.6% | $2,757-27.2% |
| Participant deferral / active EE | $2,947 | $3,985-26.1% | $5,013-41.2% | $4,300-31.5% |
| Admin fee / account holder | $63,862 | $8,449+655.9% | $10,961+482.6% | $6,925+822.1% |