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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 | $27,440 | $132,634-79.3% | $115,768-76.3% | $137,256-80.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.60% | 160.70%-149.1pp | 100.46%-88.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,357 | $3,360-59.6% | $2,940-53.8% | $4,156-67.3% |
| Participant deferral / active EE | $2,698 | $5,619-52.0% | $4,917-45.1% | $6,407-57.9% |
| Admin fee / account holder | $49,839 | $15,028+231.6% | $12,439+300.7% | $12,270+306.2% |