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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 | $14,917 | $172,111-91.3% | $150,298-90.1% | $137,256-89.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.04% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,495 | $4,636-67.8% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $5,688 | $6,166-7.7% | $5,453+4.3% | $6,407-11.2% |
| Admin fee / account holder | $2,025 | $16,471-87.7% | $14,116-85.7% | $12,270-83.5% |