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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 | $53,920 | $98,240-45.1% | $82,312-34.5% | $147,586-63.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.68% | 30.85%-18.2pp | 25.88%-13.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,259 | $3,192+33.5% | $2,428+75.4% | $4,876-12.7% |
| Participant deferral / active EE | $3,281 | $4,383-25.1% | $3,706-11.5% | $5,439-39.7% |
| Admin fee / account holder | $1,590 | $8,563-81.4% | $5,608-71.7% | $10,886-85.4% |