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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 | $49,839 | $112,935-55.9% | $90,970-45.2% | $158,966-68.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.68% | 215.79%-206.1pp | 134.58%-124.9pp | 302.95%-293.3pp |
| Employer contribution / active EE | $1,300 | $2,895-55.1% | $2,122-38.8% | $4,762-72.7% |
| Participant deferral / active EE | $11,198 | $4,129+171.2% | $3,373+232.0% | $5,983+87.2% |
| Admin fee / account holder | $580 | $8,045-92.8% | $5,960-90.3% | $11,250-94.8% |