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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 | $70,469 | $53,412+31.9% | $68,509+2.9% | $52,331+34.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -0.65% | 3.42%-4.1pp | 8.27%-8.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,996 | $1,607+210.9% | $2,278+119.3% | $1,882+165.5% |
| Participant deferral / active EE | $3,236 | $2,688+20.4% | $3,382-4.3% | $3,022+7.1% |
| Admin fee / account holder | $8,705 | $461+1788.9% | $5,275+65.0% | $592+1371.5% |