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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 | $93,520 | $93,346+0.2% | $71,796+30.3% | $273,972-65.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.72% | 130.39%-123.7pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,357 | $2,733-50.3% | $1,924-29.5% | $4,869-72.1% |
| Participant deferral / active EE | $3,766 | $3,475+8.4% | $2,794+34.8% | $5,287-28.8% |
| Admin fee / account holder | $3,620 | $6,571-44.9% | $4,815-24.8% | $10,133-64.3% |