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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 | $59,771 | $77,817-23.2% | $123,553-51.6% | $64,173-6.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.18% | 12.49%-9.3pp | 119.21%-116.0pp | 7.63%-4.4pp |
| Employer contribution / active EE | $2,337 | $3,014-22.5% | $4,628-49.5% | $2,381-1.8% |
| Participant deferral / active EE | $6,521 | $5,240+24.4% | $6,426+1.5% | $3,470+87.9% |
| Admin fee / account holder | $8,081 | $5,519+46.4% | $9,284-13.0% | $4,887+65.3% |