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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 | $108,882-77.6% | $96,754-74.8% | $154,746-84.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.50% | 98.39%-76.9pp | 82.04%-60.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,850 | $3,018-38.7% | $2,679-30.9% | $4,379-57.7% |
| Participant deferral / active EE | $9,953 | $5,323+87.0% | $4,758+109.2% | $6,730+47.9% |
| Admin fee / account holder | $1,883 | $10,200-81.5% | $8,905-78.9% | $14,365-86.9% |