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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 | $64,712 | $111,787-42.1% | $93,681-30.9% | $145,978-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.59% | 203.52%-188.9pp | 133.47%-118.9pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,292 | $3,093-58.2% | $2,422-46.7% | $4,662-72.3% |
| Participant deferral / active EE | $2,260 | $4,918-54.0% | $4,415-48.8% | $6,690-66.2% |
| Admin fee / account holder | $897 | $10,256-91.3% | $8,290-89.2% | $13,400-93.3% |