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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 | $88,365 | $65,712+34.5% | $57,196+54.5% | $273,972-67.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 1.71% | 22.01%-20.3pp | 14.59%-12.9pp | 41.46%-39.7pp |
| Employer contribution / active EE | $11,525 | $3,280+251.4% | $2,683+329.6% | $4,869+136.7% |
| Participant deferral / active EE | $3,707 | $3,782-2.0% | $3,096+19.7% | $5,287-29.9% |
| Admin fee / account holder | $566 | $4,838-88.3% | $3,141-82.0% | $10,133-94.4% |