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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 | $69,407 | $116,203-40.3% | $93,621-25.9% | $152,897-54.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.54% | 35.96%-8.4pp | 32.76%-5.2pp | 345.43%-317.9pp |
| Employer contribution / active EE | $2,056 | $3,219-36.1% | $2,719-24.4% | $4,764-56.8% |
| Participant deferral / active EE | $11,822 | $4,605+156.7% | $4,070+190.5% | $5,851+102.0% |
| Admin fee / account holder | $384 | $10,751-96.4% | $7,890-95.1% | $11,599-96.7% |