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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 | $59,628 | $110,379-46.0% | $102,412-41.8% | $145,884-59.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $3,029 | $4,216-28.2% | $3,870-21.7% | $4,662-35.0% |
| Participant deferral / active EE | $6,406 | $5,622+14.0% | $5,060+26.6% | $6,690-4.2% |
| Admin fee / account holder | $425 | $9,745-95.6% | $8,388-94.9% | $13,392-96.8% |