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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 | $18,116 | $83,337-78.3% | $67,834-73.3% | $273,972-93.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.20% | 259.45%-253.2pp | 138.47%-132.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,941 | $3,287-41.0% | $2,403-19.3% | $4,869-60.1% |
| Participant deferral / active EE | $3,881 | $4,088-5.1% | $3,160+22.8% | $5,287-26.6% |
| Admin fee / account holder | $759 | $6,752-88.8% | $4,622-83.6% | $10,133-92.5% |