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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 | $13,981 | $172,111-91.9% | $150,298-90.7% | $137,256-89.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 103.77% | 69.37%+34.4pp | 62.79%+41.0pp | 220.34%-116.6pp |
| Employer contribution / active EE | $2,152 | $4,636-53.6% | $4,154-48.2% | $4,156-48.2% |
| Participant deferral / active EE | $3,011 | $6,166-51.2% | $5,453-44.8% | $6,407-53.0% |
| Admin fee / account holder | $768 | $16,471-95.3% | $14,116-94.6% | $12,270-93.7% |