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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 | $27,398 | $118,708-76.9% | $98,920-72.3% | $158,966-82.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.09% | 372.49%-360.4pp | 196.47%-184.4pp | 302.95%-290.9pp |
| Employer contribution / active EE | $899 | $3,334-73.0% | $2,689-66.6% | $4,762-81.1% |
| Participant deferral / active EE | $2,388 | $5,089-53.1% | $4,245-43.7% | $5,983-60.1% |
| Admin fee / account holder | $1,319 | $10,134-87.0% | $6,643-80.1% | $11,250-88.3% |