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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 | $33,040 | $125,190-73.6% | $105,624-68.7% | $145,897-77.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.37% | 225.22%-214.8pp | 116.20%-105.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,986 | $3,720-46.6% | $3,168-37.3% | $4,663-57.4% |
| Participant deferral / active EE | $2,621 | $5,716-54.2% | $5,013-47.7% | $6,689-60.8% |
| Admin fee / account holder | $890 | $17,138-94.8% | $10,961-91.9% | $13,390-93.4% |