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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 | $26,462 | $81,331-67.5% | $155,534-83.0% | $80,935-67.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.74% | 33.37%-22.6pp | 64.92%-54.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,661 | $3,105-46.5% | $4,675-64.5% | $2,757-39.7% |
| Participant deferral / active EE | $6,269 | $3,454+81.5% | $5,630+11.3% | $4,299+45.8% |
| Admin fee / account holder | $545 | $7,999-93.2% | $15,900-96.6% | $6,924-92.1% |