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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 | $33,781 | $100,139-66.3% | $85,187-60.3% | $145,884-76.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.13% | 84.15%-75.0pp | 66.67%-57.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $719 | $3,238-77.8% | $2,732-73.7% | $4,662-84.6% |
| Participant deferral / active EE | $1,723 | $5,296-67.5% | $4,525-61.9% | $6,690-74.2% |
| Admin fee / account holder | $1,673 | $7,262-77.0% | $6,162-72.9% | $13,392-87.5% |