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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 | $24,648 | $77,920-68.4% | $149,723-83.5% | $75,177-67.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.14% | 31.72%-15.6pp | 134.50%-118.4pp | 160.75%-144.6pp |
| Employer contribution / active EE | $2,852 | $3,138-9.1% | $4,821-40.8% | $2,671+6.8% |
| Participant deferral / active EE | $3,111 | $3,411-8.8% | $5,682-45.3% | $4,126-24.6% |
| Admin fee / account holder | $1,186 | $5,951-80.1% | $13,215-91.0% | $5,651-79.0% |