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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 | $7,695 | $76,407-89.9% | $150,298-94.9% | $82,448-90.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 25.42% | 39.99%-14.6pp | 62.79%-37.4pp | 41.64%-16.2pp |
| Employer contribution / active EE | $1,107 | $2,614-57.7% | $4,154-73.4% | $2,551-56.6% |
| Participant deferral / active EE | $2,497 | $3,214-22.3% | $5,453-54.2% | $4,139-39.7% |
| Admin fee / account holder | $1,626 | $6,352-74.4% | $14,116-88.5% | $7,234-77.5% |