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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 | $37,570 | $96,508-61.1% | $75,901-50.5% | $152,897-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.32% | 33.99%-13.7pp | 30.76%-10.4pp | 345.43%-325.1pp |
| Employer contribution / active EE | $1,622 | $3,310-51.0% | $2,501-35.1% | $4,764-65.9% |
| Participant deferral / active EE | $1,725 | $4,554-62.1% | $3,603-52.1% | $5,851-70.5% |
| Admin fee / account holder | $2,834 | $8,081-64.9% | $5,420-47.7% | $11,599-75.6% |