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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 | $117,859-71.1% | $102,438-66.7% | $145,959-76.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.72% | 31.72%-21.0pp | 29.37%-18.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,395 | $3,615-61.4% | $3,024-53.9% | $4,661-70.1% |
| Participant deferral / active EE | $2,928 | $5,732-48.9% | $5,054-42.1% | $6,689-56.2% |
| Admin fee / account holder | $761 | $13,318-94.3% | $9,448-91.9% | $13,398-94.3% |