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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 | $83,187 | $57,352+45.0% | $83,831-0.8% | $64,173+29.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 4.60% | 11.38%-6.8pp | 850.99%-846.4pp | 7.63%-3.0pp |
| Employer contribution / active EE | $4,565 | $2,546+79.3% | $3,631+25.7% | $2,381+91.7% |
| Participant deferral / active EE | $1,793 | $2,993-40.1% | $4,082-56.1% | $3,470-48.3% |
| Admin fee / account holder | $3,014 | $4,046-25.5% | $5,479-45.0% | $4,887-38.3% |