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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 | $31,375 | $117,444-73.3% | $99,479-68.5% | $152,909-79.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.43% | 31.87%-16.4pp | 30.72%-15.3pp | 345.46%-330.0pp |
| Employer contribution / active EE | $999 | $3,014-66.9% | $2,540-60.7% | $4,764-79.0% |
| Participant deferral / active EE | $1,894 | $4,086-53.6% | $3,619-47.7% | $5,851-67.6% |
| Admin fee / account holder | $462 | $7,635-93.9% | $6,253-92.6% | $11,601-96.0% |