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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 | $51,089 | $61,815-17.4% | $97,295-47.5% | $80,959-36.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 13.34% | -558.73%+572.1pp | 75.62%-62.3pp | 35.67%-22.3pp |
| Employer contribution / active EE | $2,276 | $1,836+23.9% | $2,723-16.4% | $2,757-17.4% |
| Participant deferral / active EE | $6,101 | $3,027+101.6% | $4,264+43.1% | $4,300+41.9% |
| Admin fee / account holder | $1,276 | $5,166-75.3% | $5,646-77.4% | $6,925-81.6% |