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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 | $51,550 | $52,519-1.8% | $155,789-66.9% | $59,633-13.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 5.84% | 53.51%-47.7pp | 71.54%-65.7pp | 2041.45%-2035.6pp |
| Employer contribution / active EE | $5,411 | $1,589+240.5% | $3,839+41.0% | $2,203+145.7% |
| Participant deferral / active EE | $10,294 | $3,084+233.7% | $4,798+114.6% | $3,192+222.5% |
| Admin fee / account holder | $836 | $3,540-76.4% | $7,477-88.8% | $4,297-80.5% |