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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 | $15,704 | $108,882-85.6% | $96,754-83.8% | $154,746-89.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.50% | 98.39%-87.9pp | 82.04%-71.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,122 | $3,018-62.8% | $2,679-58.1% | $4,379-74.4% |
| Participant deferral / active EE | $8,911 | $5,323+67.4% | $4,758+87.3% | $6,730+32.4% |
| Admin fee / account holder | $10,142 | $10,200-0.6% | $8,905+13.9% | $14,365-29.4% |