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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 | $27,224 | $124,346-78.1% | $111,308-75.5% | $167,536-83.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.97% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $3,178 | $3,437-7.5% | $2,732+16.3% | $4,839-34.3% |
| Participant deferral / active EE | $7,508 | $5,182+44.9% | $4,487+67.3% | $6,342+18.4% |
| Admin fee / account holder | $453 | $10,621-95.7% | $7,965-94.3% | $12,315-96.3% |