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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 | $29,493 | $183,539-83.9% | $155,556-81.0% | $145,897-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.75% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,408 | $5,315-54.7% | $4,675-48.5% | $4,663-48.4% |
| Participant deferral / active EE | $2,541 | $6,467-60.7% | $5,631-54.9% | $6,689-62.0% |
| Admin fee / account holder | $727 | $19,275-96.2% | $15,885-95.4% | $13,390-94.6% |