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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 | $54,538 | $112,729-51.6% | $98,716-44.8% | $137,256-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.86% | 38.48%-21.6pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,071 | $2,725-24.0% | $2,279-9.1% | $4,156-50.2% |
| Participant deferral / active EE | $12,000 | $4,640+158.6% | $4,048+196.5% | $6,407+87.3% |
| Admin fee / account holder | $789 | $10,129-92.2% | $8,703-90.9% | $12,270-93.6% |