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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 | $10,136 | $67,823-85.1% | $52,425-80.7% | $137,256-92.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.25% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,388 | $1,163+19.4% | $914+51.8% | $4,156-66.6% |
| Participant deferral / active EE | $2,408 | $2,288+5.3% | $1,790+34.5% | $6,407-62.4% |
| Admin fee / account holder | $843 | $2,844-70.4% | $2,495-66.2% | $12,270-93.1% |