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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 | $42,202 | $78,690-46.4% | $161,489-73.9% | $87,485-51.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.11% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,002 | $2,588-22.6% | $4,268-53.1% | $2,596-22.9% |
| Participant deferral / active EE | $11,070 | $3,311+234.3% | $5,630+96.6% | $4,274+159.0% |
| Admin fee / account holder | $9,799 | $6,724+45.7% | $16,006-38.8% | $7,775+26.0% |