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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 | $60,043 | $58,828+2.1% | $78,002-23.0% | $62,881-4.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.29% | 17.16%-10.9pp | 425.99%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $5,878 | $1,672+251.6% | $2,470+137.9% | $2,281+157.7% |
| Participant deferral / active EE | $3,540 | $2,686+31.8% | $3,497+1.2% | $3,203+10.5% |
| Admin fee / account holder | $2,884 | $4,393-34.4% | $5,481-47.4% | $4,296-32.9% |