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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 | $13,495 | $77,920-82.7% | $149,723-91.0% | $75,177-82.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.09% | 31.72%-13.6pp | 134.50%-116.4pp | 160.75%-142.7pp |
| Employer contribution / active EE | $4,925 | $3,138+57.0% | $4,821+2.2% | $2,671+84.4% |
| Participant deferral / active EE | $1,236 | $3,411-63.8% | $5,682-78.3% | $4,126-70.1% |
| Admin fee / account holder | $530 | $5,951-91.1% | $13,215-96.0% | $5,651-90.6% |