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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 | $57,597 | $55,902+3.0% | $76,030-24.2% | $80,959-28.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 14.53% | 20.59%-6.1pp | 361.54%-347.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,054 | $1,867-43.5% | $2,688-60.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,405 | $3,051-21.2% | $4,257-43.5% | $4,300-44.1% |
| Admin fee / account holder | $12,085 | $5,239+130.7% | $6,421+88.2% | $6,925+74.5% |