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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 | $19,302 | $116,360-83.4% | $65,566-70.6% | $139,466-86.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 15.01% | 31.23%-16.2pp | 47.40%-32.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $646 | $2,600-75.1% | $1,692-61.8% | $4,754-86.4% |
| Participant deferral / active EE | $6,090 | $4,242+43.6% | $2,832+115.0% | $6,712-9.3% |
| Admin fee / account holder | $1,632 | $6,701-75.6% | $4,114-60.3% | $11,409-85.7% |