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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 | $13,593 | $114,013-88.1% | $103,693-86.9% | $155,188-91.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.92% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,124 | $3,131-64.1% | $2,920-61.5% | $4,248-73.5% |
| Participant deferral / active EE | $1,848 | $4,970-62.8% | $4,579-59.7% | $6,531-71.7% |
| Admin fee / account holder | $996 | $8,407-88.2% | $7,858-87.3% | $14,480-93.1% |