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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 | $51,682 | $113,338-54.4% | $94,993-45.6% | $147,586-65.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.42% | 20.80%-1.4pp | 27.14%-7.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $555 | $3,160-82.4% | $2,603-78.7% | $4,876-88.6% |
| Participant deferral / active EE | $9,000 | $3,777+138.3% | $3,317+171.3% | $5,439+65.5% |
| Admin fee / account holder | $385 | $6,063-93.6% | $4,960-92.2% | $10,886-96.5% |