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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 | $77,814-54.6% | $158,223-77.7% | $86,983-59.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 17.76% | 30.54%-12.8pp | 52.09%-34.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $1,671 | $2,592-35.5% | $4,109-59.3% | $2,584-35.4% |
| Participant deferral / active EE | $7,036 | $3,270+115.2% | $5,467+28.7% | $4,194+67.8% |
| Admin fee / account holder | $2,091 | $5,879-64.4% | $16,047-87.0% | $7,856-73.4% |