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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 | $73,056 | $149,333-51.1% | $106,387-31.3% | $135,380-46.0% |
| Participation rate | 91.7% | 81.5%+10.2pp | 77.5%+14.2pp | 82.6%+9.0pp |
| Annual return | 12.69% | 0.52%+12.2pp | 0.25%+12.4pp | 519.81%-507.1pp |
| Employer contribution / active EE | $4,356 | $4,984-12.6% | $3,520+23.8% | $4,779-8.9% |
| Participant deferral / active EE | $7,995 | $7,230+10.6% | $5,421+47.5% | $5,609+42.5% |
| Admin fee / account holder | $12,850 | $15,952-19.4% | $7,510+71.1% | $10,828+18.7% |