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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 | $50,883 | $77,817-34.6% | $123,553-58.8% | $64,173-20.7% |
| Participation rate | 97.8% | 74.7%+23.1pp | 82.3%+15.5pp | 69.6%+28.3pp |
| Annual return | -3.36% | 12.49%-15.8pp | 119.21%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,318 | $3,014+76.4% | $4,628+14.9% | $2,381+123.3% |
| Participant deferral / active EE | $5,033 | $5,240-3.9% | $6,426-21.7% | $3,470+45.1% |
| Admin fee / account holder | $705 | $5,519-87.2% | $9,284-92.4% | $4,887-85.6% |