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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 | $26,705 | $100,901-73.5% | $75,501-64.6% | $147,586-81.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 16.02% | 35.78%-19.8pp | 27.35%-11.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,442 | $3,253-55.7% | $2,352-38.7% | $4,876-70.4% |
| Participant deferral / active EE | $2,639 | $4,027-34.5% | $3,142-16.0% | $5,439-51.5% |
| Admin fee / account holder | $14,069 | $11,285+24.7% | $5,801+142.5% | $10,886+29.2% |