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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 | $31,567 | $93,346-66.2% | $71,796-56.0% | $273,972-88.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.50% | 130.39%-123.9pp | 78.04%-71.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,829 | $2,733+40.1% | $1,924+99.0% | $4,869-21.4% |
| Participant deferral / active EE | $3,881 | $3,475+11.7% | $2,794+38.9% | $5,287-26.6% |
| Admin fee / account holder | $1,112 | $6,571-83.1% | $4,815-76.9% | $10,133-89.0% |