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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 | $38,881 | $117,846-67.0% | $102,434-62.0% | $145,884-73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 31.90%-17.0pp | 29.46%-14.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,108 | $3,615-41.7% | $3,023-30.3% | $4,662-54.8% |
| Participant deferral / active EE | $4,811 | $5,733-16.1% | $5,055-4.8% | $6,690-28.1% |
| Admin fee / account holder | $405 | $13,356-97.0% | $9,462-95.7% | $13,392-97.0% |