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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 | $50,971 | $116,167-56.1% | $64,489-21.0% | $137,256-62.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 14.47% | 36.55%-22.1pp | 55.03%-40.6pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,925 | $2,483+58.1% | $1,523+157.7% | $4,156-5.5% |
| Participant deferral / active EE | $2,618 | $4,215-37.9% | $2,778-5.8% | $6,407-59.1% |
| Admin fee / account holder | $2,703 | $6,188-56.3% | $4,260-36.6% | $12,270-78.0% |