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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 | $71,630 | $116,360-38.4% | $65,566+9.2% | $139,466-48.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 11.86% | 31.23%-19.4pp | 47.40%-35.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,952 | $2,600-24.9% | $1,692+15.4% | $4,754-58.9% |
| Participant deferral / active EE | $3,918 | $4,242-7.6% | $2,832+38.3% | $6,712-41.6% |
| Admin fee / account holder | $2,720 | $6,701-59.4% | $4,114-33.9% | $11,409-76.2% |