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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 | $63,131 | $104,251-39.4% | $91,004-30.6% | $147,586-57.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.71% | 27.06%-15.4pp | 4.60%+7.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $3,396 | $3,116+9.0% | $2,456+38.3% | $4,876-30.4% |
| Participant deferral / active EE | $4,448 | $4,195+6.0% | $3,548+25.4% | $5,439-18.2% |
| Admin fee / account holder | $52,833 | $8,948+490.4% | $5,417+875.2% | $10,886+385.3% |