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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 | $34,105 | $117,895-71.1% | $102,460-66.7% | $145,897-76.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 31.92%-21.2pp | 29.47%-18.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,395 | $3,619-61.5% | $3,025-53.9% | $4,663-70.1% |
| Participant deferral / active EE | $2,928 | $5,736-49.0% | $5,056-42.1% | $6,689-56.2% |
| Admin fee / account holder | $761 | $13,353-94.3% | $9,460-92.0% | $13,390-94.3% |