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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 | $81,233-51.2% | $155,567-74.5% | $80,874-51.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.70% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,585 | $3,101+47.9% | $4,674-1.9% | $2,756+66.4% |
| Participant deferral / active EE | $4,688 | $3,452+35.8% | $5,628-16.7% | $4,297+9.1% |
| Admin fee / account holder | $1,415 | $7,998-82.3% | $15,916-91.1% | $6,935-79.6% |