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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 | $21,664 | $117,895-81.6% | $102,460-78.9% | $145,897-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.81% | 31.92%-17.1pp | 29.47%-14.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,008 | $3,619-44.5% | $3,025-33.6% | $4,663-56.9% |
| Participant deferral / active EE | $4,386 | $5,736-23.5% | $5,056-13.2% | $6,689-34.4% |
| Admin fee / account holder | $461 | $13,353-96.5% | $9,460-95.1% | $13,390-96.6% |