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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 | $23,586 | $97,125-75.7% | $86,233-72.6% | $137,256-82.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.83% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $3,832 | $2,841+34.9% | $2,504+53.0% | $4,156-7.8% |
| Participant deferral / active EE | $12,805 | $5,180+147.2% | $4,559+180.9% | $6,407+99.9% |
| Admin fee / account holder | $696 | $9,725-92.8% | $8,342-91.7% | $12,270-94.3% |