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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 | $21,463 | $101,063-78.8% | $81,473-73.7% | $147,586-85.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.80% | 32.41%-14.6pp | 38.78%-21.0pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,593 | $3,206-50.3% | $2,568-37.9% | $4,876-67.3% |
| Participant deferral / active EE | $3,485 | $4,242-17.9% | $3,537-1.5% | $5,439-35.9% |
| Admin fee / account holder | $797 | $5,812-86.3% | $4,561-82.5% | $10,886-92.7% |