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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 | $13,189 | $123,155-89.3% | $108,753-87.9% | $155,188-91.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.97% | 44.73%-28.8pp | 37.47%-21.5pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,601 | $2,811-43.0% | $2,427-34.0% | $4,248-62.3% |
| Participant deferral / active EE | $3,780 | $4,623-18.2% | $4,115-8.1% | $6,531-42.1% |
| Admin fee / account holder | $794 | $12,126-93.5% | $10,320-92.3% | $14,480-94.5% |