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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 | $55,889+3.1% | $76,119-24.3% | $80,935-28.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 14.53% | 20.58%-6.1pp | 361.25%-346.7pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,054 | $1,866-43.5% | $2,693-60.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,405 | $3,051-21.2% | $4,259-43.5% | $4,299-44.1% |
| Admin fee / account holder | $12,085 | $5,241+130.6% | $6,421+88.2% | $6,924+74.5% |