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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 | $13,022 | $111,535-88.3% | $105,223-87.6% | $137,256-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.19% | 237.85%-207.7pp | 180.65%-150.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $1,751 | $3,939-55.6% | $3,689-52.5% | $4,156-57.9% |
| Participant deferral / active EE | $5,679 | $5,500+3.3% | $5,072+12.0% | $6,407-11.4% |
| Admin fee / account holder | $556 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |