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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 | $33,659 | $107,363-68.6% | $92,909-63.8% | $152,897-78.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.78% | 145.63%-132.8pp | 109.44%-96.7pp | 345.43%-332.7pp |
| Employer contribution / active EE | $1,934 | $4,222-54.2% | $3,653-47.1% | $4,764-59.4% |
| Participant deferral / active EE | $2,577 | $4,848-46.8% | $4,238-39.2% | $5,851-56.0% |
| Admin fee / account holder | $2,338 | $7,082-67.0% | $5,795-59.7% | $11,599-79.8% |