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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 | $28,858 | $129,217-77.7% | $93,406-69.1% | $158,950-81.8% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.14% | 118.21%-108.1pp | 78.05%-67.9pp | 302.91%-292.8pp |
| Employer contribution / active EE | $1,445 | $2,711-46.7% | $2,075-30.3% | $4,762-69.6% |
| Participant deferral / active EE | $2,111 | $3,909-46.0% | $3,126-32.5% | $5,983-64.7% |
| Admin fee / account holder | $3,556 | $7,383-51.8% | $5,230-32.0% | $11,248-68.4% |