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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 | $54,638 | $96,508-43.4% | $75,901-28.0% | $152,897-64.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 16.85% | 33.99%-17.1pp | 30.76%-13.9pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,698 | $3,310-18.5% | $2,501+7.9% | $4,764-43.4% |
| Participant deferral / active EE | $10,660 | $4,554+134.1% | $3,603+195.8% | $5,851+82.2% |
| Admin fee / account holder | $25,000 | $8,081+209.4% | $5,420+361.2% | $11,599+115.5% |