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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 | $53,944 | $118,488-54.5% | $98,462-45.2% | $139,487-61.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.95% | 18.96%-5.0pp | 21.17%-7.2pp | 373.84%-359.9pp |
| Employer contribution / active EE | $1,825 | $3,611-49.5% | $3,049-40.2% | $4,755-61.6% |
| Participant deferral / active EE | $3,908 | $5,393-27.5% | $4,738-17.5% | $6,713-41.8% |
| Admin fee / account holder | $3,632 | $13,868-73.8% | $8,875-59.1% | $11,407-68.2% |