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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 | $50,985 | $52,836-3.5% | $105,736-51.8% | $64,173-20.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -7.57% | 14.30%-21.9pp | 6.27%-13.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,877 | $1,827+112.2% | $3,268+18.6% | $2,381+62.8% |
| Participant deferral / active EE | $3,618 | $2,545+42.1% | $4,080-11.3% | $3,470+4.3% |
| Admin fee / account holder | $2,734 | $3,959-30.9% | $6,913-60.4% | $4,887-44.1% |