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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 | $49,980 | $35,183+42.1% | $73,550-32.0% | $70,126-28.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 16.70% | 26.90%-10.2pp | -15.16%+31.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $5,208 | $709+634.9% | $1,219+327.2% | $2,343+122.3% |
| Participant deferral / active EE | $2,459 | $1,220+101.6% | $1,804+36.3% | $3,332-26.2% |
| Admin fee / account holder | $334 | $2,302-85.5% | $2,320-85.6% | $4,645-92.8% |