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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 | $51,476 | $40,275+27.8% | $57,356-10.3% | $59,633-13.7% |
| Participation rate | 98.9% | 69.1%+29.8pp | 75.1%+23.8pp | 68.7%+30.2pp |
| Annual return | 1.60% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,674 | $1,921-12.9% | $2,689-37.7% | $2,203-24.0% |
| Participant deferral / active EE | $3,467 | $2,400+44.5% | $3,162+9.7% | $3,192+8.6% |
| Admin fee / account holder | $10,699 | $2,820+279.3% | $3,357+218.7% | $4,297+149.0% |