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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 | $33,753 | $103,387-67.4% | $87,102-61.2% | $152,885-77.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 10.54% | 28.10%-17.6pp | 28.19%-17.7pp | 345.39%-334.9pp |
| Employer contribution / active EE | $7,259 | $3,221+125.4% | $2,521+187.9% | $4,763+52.4% |
| Participant deferral / active EE | $5,644 | $4,778+18.1% | $4,048+39.4% | $5,851-3.5% |
| Admin fee / account holder | $484 | $12,193-96.0% | $7,491-93.5% | $11,598-95.8% |