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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 | $42,232 | $106,749-60.4% | $145,433-71.0% | $82,448-48.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.36% | 27.59%-2.2pp | 66.58%-41.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $1,349 | $3,444-60.8% | $4,554-70.4% | $2,551-47.1% |
| Participant deferral / active EE | $8,620 | $6,519+32.2% | $7,897+9.2% | $4,139+108.3% |
| Admin fee / account holder | $6,266 | $8,390-25.3% | $13,129-52.3% | $7,234-13.4% |