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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 | $24,393 | $97,125-74.9% | $86,233-71.7% | $137,256-82.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.50% | 74.19%-52.7pp | 61.39%-39.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,850 | $2,841-34.9% | $2,504-26.1% | $4,156-55.5% |
| Participant deferral / active EE | $9,953 | $5,180+92.2% | $4,559+118.3% | $6,407+55.4% |
| Admin fee / account holder | $1,883 | $9,725-80.6% | $8,342-77.4% | $12,270-84.7% |