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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 | $210,333 | $211,946-0.8% | $169,452+24.1% | $135,380+55.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.51% | 3.26%-1.8pp | 1.83%-0.3pp | 519.81%-518.3pp |
| Employer contribution / active EE | $3,252 | $5,117-36.5% | $4,157-21.8% | $4,779-32.0% |
| Participant deferral / active EE | $5,846 | $6,075-3.8% | $5,277+10.8% | $5,609+4.2% |
| Admin fee / account holder | $616 | $11,472-94.6% | $9,110-93.2% | $10,828-94.3% |