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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 | $115,157 | $83,908+37.2% | $68,509+68.1% | $125,388-8.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.52% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $1,484 | $3,031-51.0% | $2,278-34.9% | $4,866-69.5% |
| Participant deferral / active EE | $2,206 | $4,125-46.5% | $3,382-34.8% | $5,352-58.8% |
| Admin fee / account holder | $3,182 | $8,982-64.6% | $5,275-39.7% | $9,541-66.6% |