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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 | $45,303 | $52,519-13.7% | $155,789-70.9% | $59,633-24.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 0.76% | 53.51%-52.8pp | 71.54%-70.8pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $2,743 | $1,589+72.6% | $3,839-28.5% | $2,203+24.5% |
| Participant deferral / active EE | $2,811 | $3,084-8.9% | $4,798-41.4% | $3,192-11.9% |
| Admin fee / account holder | $880 | $3,540-75.1% | $7,477-88.2% | $4,297-79.5% |