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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 | $36,294 | $57,140-36.5% | $85,240-57.4% | $80,959-55.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.38% | 21.71%-5.3pp | 66.75%-50.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $6,431 | $1,802+256.9% | $2,735+135.1% | $2,757+133.2% |
| Participant deferral / active EE | $7,648 | $3,115+145.5% | $4,527+68.9% | $4,300+77.9% |
| Admin fee / account holder | $1,849 | $4,992-63.0% | $6,165-70.0% | $6,925-73.3% |