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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 | $69,754 | $107,353-35.0% | $92,903-24.9% | $152,885-54.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.23% | 145.62%-129.4pp | 109.43%-93.2pp | 345.39%-329.2pp |
| Employer contribution / active EE | $1,414 | $4,222-66.5% | $3,653-61.3% | $4,763-70.3% |
| Participant deferral / active EE | $1,313 | $4,848-72.9% | $4,238-69.0% | $5,851-77.6% |
| Admin fee / account holder | $580 | $7,081-91.8% | $5,795-90.0% | $11,598-95.0% |