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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 | $22,542 | $48,327-53.4% | $67,575-66.6% | $80,935-72.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.75% | 18.31%-4.6pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,731 | $2,022-14.4% | $2,736-36.7% | $2,757-37.2% |
| Participant deferral / active EE | $3,024 | $2,927+3.3% | $4,003-24.5% | $4,299-29.7% |
| Admin fee / account holder | $2,172 | $3,692-41.2% | $3,993-45.6% | $6,924-68.6% |