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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 | $39,179 | $156,616-75.0% | $133,346-70.6% | $198,609-80.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 15.89% | 44.25%-28.4pp | 36.85%-21.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $1,079 | $3,368-68.0% | $2,853-62.2% | $5,055-78.7% |
| Participant deferral / active EE | $10,017 | $4,920+103.6% | $4,332+131.2% | $6,977+43.6% |
| Admin fee / account holder | $6,649 | $17,468-61.9% | $14,264-53.4% | $19,030-65.1% |