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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 | $14,688 | $104,664-86.0% | $85,693-82.9% | $167,518-91.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.24% | 21.45%-10.2pp | 21.49%-10.3pp | 478.71%-467.5pp |
| Employer contribution / active EE | $3,012 | $3,337-9.8% | $2,618+15.0% | $4,838-37.8% |
| Participant deferral / active EE | $3,980 | $4,824-17.5% | $3,923+1.5% | $6,342-37.2% |
| Admin fee / account holder | $9,672 | $10,032-3.6% | $6,874+40.7% | $12,312-21.4% |