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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 | $53,897 | $71,197-24.3% | $93,669-42.5% | $80,925-33.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.80% | 11.27%+1.5pp | 133.59%-120.8pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,111 | $1,565-29.0% | $2,424-54.2% | $2,756-59.7% |
| Participant deferral / active EE | $4,085 | $4,036+1.2% | $4,416-7.5% | $4,299-5.0% |
| Admin fee / account holder | $642 | $6,959-90.8% | $8,291-92.3% | $6,940-90.7% |