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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 | $5,070 | $70,366-92.8% | $66,674-92.4% | $138,895-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.57% | 386.41%-371.8pp | 321.24%-306.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $676 | $2,765-75.6% | $2,620-74.2% | $4,194-83.9% |
| Participant deferral / active EE | $692 | $4,374-84.2% | $4,084-83.0% | $6,396-89.2% |
| Admin fee / account holder | $754 | $5,262-85.7% | $5,098-85.2% | $12,562-94.0% |