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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 | $22,413 | $77,908-71.2% | $149,696-85.0% | $75,173-70.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.75% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $1,625 | $3,138-48.2% | $4,821-66.3% | $2,671-39.2% |
| Participant deferral / active EE | $4,389 | $3,411+28.7% | $5,682-22.8% | $4,126+6.4% |
| Admin fee / account holder | $801 | $5,950-86.5% | $13,212-93.9% | $5,651-85.8% |