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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 | $92,000 | $62,583+47.0% | $76,767+19.8% | $64,173+43.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.31% | -1.95%+0.6pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $5,435 | $1,832+196.6% | $2,485+118.7% | $2,381+128.3% |
| Participant deferral / active EE | $3,767 | $3,145+19.8% | $3,852-2.2% | $3,470+8.6% |
| Admin fee / account holder | $7,869 | $4,667+68.6% | $6,675+17.9% | $4,887+61.0% |