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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 | $23,747 | $106,247-77.6% | $96,515-75.4% | $139,466-83.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.47% | 38.47%-27.0pp | 35.73%-24.3pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,961 | $4,106-52.2% | $3,740-47.6% | $4,754-58.7% |
| Participant deferral / active EE | $5,021 | $5,456-8.0% | $4,880+2.9% | $6,712-25.2% |
| Admin fee / account holder | $4,379 | $7,885-44.5% | $6,735-35.0% | $11,409-61.6% |