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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 | $39,638 | $81,358-51.3% | $155,556-74.5% | $80,959-51.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.70% | 33.39%-20.7pp | 64.84%-52.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,585 | $3,106+47.6% | $4,675-1.9% | $2,757+66.3% |
| Participant deferral / active EE | $4,688 | $3,455+35.7% | $5,631-16.7% | $4,300+9.0% |
| Admin fee / account holder | $1,415 | $7,994-82.3% | $15,885-91.1% | $6,925-79.6% |