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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 | $25,664 | $95,383-73.1% | $185,837-86.2% | $85,856-70.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.01% | 23.59%-7.6pp | 122.08%-106.1pp | 318.58%-302.6pp |
| Employer contribution / active EE | $1,732 | $3,313-47.7% | $5,168-66.5% | $2,565-32.5% |
| Participant deferral / active EE | $5,105 | $3,423+49.1% | $5,568-8.3% | $3,952+29.2% |
| Admin fee / account holder | $327 | $7,213-95.5% | $16,241-98.0% | $6,261-94.8% |