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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 | $65,653 | $39,245+67.3% | $64,105+2.4% | $52,331+25.5% |
| Participation rate | 94.6% | 58.2%+36.4pp | 68.2%+26.4pp | 68.1%+26.5pp |
| Annual return | -0.45% | 14.79%-15.2pp | 791.24%-791.7pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,307 | $736+77.6% | $1,820-28.2% | $1,882-30.5% |
| Participant deferral / active EE | $4,123 | $1,992+107.0% | $2,822+46.1% | $3,022+36.4% |
| Admin fee / account holder | $2,109 | $592+255.9% | $4,499-53.1% | $592+256.5% |