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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 | $32,919 | $111,787-70.6% | $93,681-64.9% | $145,978-77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.09% | 203.52%-191.4pp | 133.47%-121.4pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,941 | $3,093-37.3% | $2,422-19.9% | $4,662-58.4% |
| Participant deferral / active EE | $6,457 | $4,918+31.3% | $4,415+46.2% | $6,690-3.5% |
| Admin fee / account holder | $355 | $10,256-96.5% | $8,290-95.7% | $13,400-97.4% |