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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 | $30,963 | $101,763-69.6% | $164,866-81.2% | $80,874-61.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.08% | 16.73%+6.4pp | 69.97%-46.9pp | 35.62%-12.5pp |
| Employer contribution / active EE | $1,279 | $2,954-56.7% | $4,343-70.5% | $2,756-53.6% |
| Participant deferral / active EE | $2,497 | $4,477-44.2% | $6,033-58.6% | $4,297-41.9% |
| Admin fee / account holder | $741 | $8,228-91.0% | $12,689-94.2% | $6,935-89.3% |