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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 | $34,393 | $111,535-69.2% | $105,223-67.3% | $137,256-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.88% | 237.85%-224.0pp | 180.65%-166.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,860 | $3,939-27.4% | $3,689-22.5% | $4,156-31.2% |
| Participant deferral / active EE | $7,811 | $5,500+42.0% | $5,072+54.0% | $6,407+21.9% |
| Admin fee / account holder | $17,305 | $9,721+78.0% | $8,859+95.3% | $12,270+41.0% |