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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 | $27,538 | $117,433-76.5% | $99,475-72.3% | $152,897-82.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 25.08% | 31.87%-6.8pp | 30.72%-5.6pp | 345.43%-320.4pp |
| Employer contribution / active EE | $1,312 | $3,013-56.5% | $2,540-48.3% | $4,764-72.5% |
| Participant deferral / active EE | $8,258 | $4,086+102.1% | $3,619+128.2% | $5,851+41.1% |
| Admin fee / account holder | $2,850 | $7,634-62.7% | $6,252-54.4% | $11,599-75.4% |