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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 | $42,704 | $105,198-59.4% | $159,455-73.2% | $85,856-50.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.79% | 45.08%-31.3pp | 263.63%-249.8pp | 318.58%-304.8pp |
| Employer contribution / active EE | $2,175 | $3,319-34.5% | $4,830-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $3,634 | $5,946-38.9% | $7,353-50.6% | $3,952-8.0% |
| Admin fee / account holder | $3,638 | $6,934-47.5% | $10,800-66.3% | $6,261-41.9% |