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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 | $23,306 | $117,829-80.2% | $102,423-77.2% | $145,877-84.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.51% | 31.83%-21.3pp | 29.42%-18.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,267 | $3,615-64.9% | $3,023-58.1% | $4,663-72.8% |
| Participant deferral / active EE | $2,661 | $5,732-53.6% | $5,054-47.3% | $6,691-60.2% |
| Admin fee / account holder | $6,721 | $13,335-49.6% | $9,455-28.9% | $13,402-49.8% |