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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 | $56,724 | $105,929-46.5% | $81,716-30.6% | $158,966-64.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 13.69% | 38.19%-24.5pp | 29.49%-15.8pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,521 | $7,802-80.5% | $4,310-64.7% | $4,762-68.1% |
| Participant deferral / active EE | $6,353 | $13,007-51.2% | $7,108-10.6% | $5,983+6.2% |
| Admin fee / account holder | $710 | $8,492-91.6% | $5,159-86.2% | $11,250-93.7% |