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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 | $62,135 | $57,350+8.3% | $83,850-25.9% | $64,181-3.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 1.25% | 11.38%-10.1pp | 850.92%-849.7pp | 7.63%-6.4pp |
| Employer contribution / active EE | $2,728 | $2,545+7.2% | $3,631-24.9% | $2,381+14.6% |
| Participant deferral / active EE | $3,339 | $2,993+11.6% | $4,082-18.2% | $3,470-3.7% |
| Admin fee / account holder | $1,652 | $4,046-59.2% | $5,478-69.8% | $4,887-66.2% |