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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 | $32,682 | $65,027-49.7% | $90,970-64.1% | $79,852-59.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.78% | 30.45%-17.7pp | 134.58%-121.8pp | 31.72%-18.9pp |
| Employer contribution / active EE | $1,779 | $1,247+42.6% | $2,122-16.2% | $2,471-28.0% |
| Participant deferral / active EE | $4,232 | $2,512+68.5% | $3,373+25.5% | $3,740+13.2% |
| Admin fee / account holder | $3,293 | $4,535-27.4% | $5,960-44.7% | $5,306-37.9% |