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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 | $53,118 | $104,694-49.3% | $85,709-38.0% | $167,536-68.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.08% | 21.45%-10.4pp | 21.49%-10.4pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,702 | $3,337-49.0% | $2,619-35.0% | $4,839-64.8% |
| Participant deferral / active EE | $9,251 | $4,826+91.7% | $3,924+135.8% | $6,342+45.9% |
| Admin fee / account holder | $582 | $10,035-94.2% | $6,876-91.5% | $12,315-95.3% |