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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 | $129,210 | $75,962+70.1% | $154,111-16.2% | $64,173+101.3% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | 1.35% | 30.32%-29.0pp | 735.18%-733.8pp | 7.63%-6.3pp |
| Employer contribution / active EE | $3,213 | $3,350-4.1% | $5,298-39.3% | $2,381+35.0% |
| Participant deferral / active EE | $5,257 | $3,175+65.6% | $5,081+3.5% | $3,470+51.5% |
| Admin fee / account holder | $1,359 | $5,589-75.7% | $13,411-89.9% | $4,887-72.2% |