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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 | $64,337 | $98,240-34.5% | $82,313-21.8% | $147,585-56.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.51% | 30.85%-19.3pp | 25.88%-14.4pp | 578.58%-567.1pp |
| Employer contribution / active EE | $1,965 | $3,192-38.4% | $2,428-19.1% | $4,876-59.7% |
| Participant deferral / active EE | $6,934 | $4,383+58.2% | $3,706+87.1% | $5,439+27.5% |
| Admin fee / account holder | $572 | $8,563-93.3% | $5,608-89.8% | $10,886-94.7% |