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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 | $66,901 | $84,233-20.6% | $170,436-60.7% | $70,131-4.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.57% | 23.06%-9.5pp | 205.94%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,905 | $3,387-43.8% | $5,433-64.9% | $2,342-18.7% |
| Participant deferral / active EE | $3,141 | $3,086+1.8% | $4,939-36.4% | $3,332-5.7% |
| Admin fee / account holder | $29,988 | $5,698+426.3% | $13,880+116.0% | $4,645+545.5% |