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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 | $29,436 | $107,353-72.6% | $92,903-68.3% | $152,885-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.11% | 145.62%-132.5pp | 109.43%-96.3pp | 345.39%-332.3pp |
| Employer contribution / active EE | $749 | $4,222-82.3% | $3,653-79.5% | $4,763-84.3% |
| Participant deferral / active EE | $1,988 | $4,848-59.0% | $4,238-53.1% | $5,851-66.0% |
| Admin fee / account holder | $339 | $7,081-95.2% | $5,795-94.1% | $11,598-97.1% |