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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 | $41,598 | $108,882-61.8% | $96,754-57.0% | $154,746-73.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 15.00% | 98.39%-83.4pp | 82.04%-67.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,750 | $3,018-42.0% | $2,679-34.7% | $4,379-60.0% |
| Participant deferral / active EE | $1,655 | $5,323-68.9% | $4,758-65.2% | $6,730-75.4% |
| Admin fee / account holder | $407 | $10,200-96.0% | $8,905-95.4% | $14,365-97.2% |