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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 | $50,925 | $71,215-28.5% | $93,696-45.6% | $80,935-37.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.98% | 11.27%+1.7pp | 133.74%-120.8pp | 35.66%-22.7pp |
| Employer contribution / active EE | $2,641 | $1,565+68.7% | $2,422+9.1% | $2,757-4.2% |
| Participant deferral / active EE | $7,684 | $4,037+90.4% | $4,417+74.0% | $4,299+78.7% |
| Admin fee / account holder | $412 | $6,958-94.1% | $8,287-95.0% | $6,924-94.1% |