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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 | $35,337 | $78,690-55.1% | $161,489-78.1% | $87,485-59.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.76% | 32.74%-15.0pp | 89.72%-72.0pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,671 | $2,588-35.4% | $4,268-60.9% | $2,596-35.6% |
| Participant deferral / active EE | $7,036 | $3,311+112.5% | $5,630+25.0% | $4,274+64.6% |
| Admin fee / account holder | $2,091 | $6,724-68.9% | $16,006-86.9% | $7,775-73.1% |