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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 | $30,572 | $116,203-73.7% | $93,621-67.3% | $152,897-80.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.06% | 35.96%-15.9pp | 32.76%-12.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,255 | $3,219-61.0% | $2,719-53.8% | $4,764-73.6% |
| Participant deferral / active EE | $1,810 | $4,605-60.7% | $4,070-55.5% | $5,851-69.1% |
| Admin fee / account holder | $1,565 | $10,751-85.4% | $7,890-80.2% | $11,599-86.5% |