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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 | $54,966 | $88,707-38.0% | $74,184-25.9% | $273,972-79.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.23% | 11.94%-1.7pp | 17.74%-7.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $12,272 | $3,159+288.4% | $2,370+417.8% | $4,869+152.1% |
| Participant deferral / active EE | $5,500 | $4,212+30.6% | $3,550+54.9% | $5,287+4.0% |
| Admin fee / account holder | $396 | $8,717-95.5% | $5,586-92.9% | $10,133-96.1% |