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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 | $29,182 | $110,410-73.6% | $102,437-71.5% | $145,897-80.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 24.85%-14.4pp | 24.95%-14.5pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,725 | $4,217-59.1% | $3,871-55.4% | $4,663-63.0% |
| Participant deferral / active EE | $2,171 | $5,622-61.4% | $5,060-57.1% | $6,689-67.5% |
| Admin fee / account holder | $1,556 | $9,745-84.0% | $8,388-81.5% | $13,390-88.4% |