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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 | $29,204 | $81,358-64.1% | $155,556-81.2% | $80,959-63.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.90% | 33.39%-21.5pp | 64.84%-52.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,649 | $3,106-46.9% | $4,675-64.7% | $2,757-40.2% |
| Participant deferral / active EE | $4,501 | $3,455+30.3% | $5,631-20.1% | $4,300+4.7% |
| Admin fee / account holder | $811 | $7,994-89.8% | $15,885-94.9% | $6,925-88.3% |