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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 | $31,921 | $147,556-78.4% | $129,031-75.3% | $198,609-83.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.06% | 37.41%-21.4pp | 34.67%-18.6pp | 202.70%-186.6pp |
| Employer contribution / active EE | $1,050 | $3,645-71.2% | $3,226-67.5% | $5,055-79.2% |
| Participant deferral / active EE | $5,677 | $5,760-1.4% | $5,217+8.8% | $6,977-18.6% |
| Admin fee / account holder | $602 | $15,467-96.1% | $13,208-95.4% | $19,030-96.8% |