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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 | $27,306 | $117,895-76.8% | $102,460-73.3% | $145,897-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.29% | 31.92%-17.6pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,824 | $3,619-49.6% | $3,025-39.7% | $4,663-60.9% |
| Participant deferral / active EE | $4,625 | $5,736-19.4% | $5,056-8.5% | $6,689-30.9% |
| Admin fee / account holder | $2,177 | $13,353-83.7% | $9,460-77.0% | $13,390-83.7% |