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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 | $21,662 | $111,535-80.6% | $105,223-79.4% | $137,256-84.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.97% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,579 | $3,939-34.5% | $3,689-30.1% | $4,156-38.0% |
| Participant deferral / active EE | $3,936 | $5,500-28.4% | $5,072-22.4% | $6,407-38.6% |
| Admin fee / account holder | $1,545 | $9,721-84.1% | $8,859-82.6% | $12,270-87.4% |