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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 | $23,443 | $183,516-87.2% | $155,534-84.9% | $145,884-83.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.78% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,183 | $5,315-77.7% | $4,675-74.7% | $4,662-74.6% |
| Participant deferral / active EE | $1,945 | $6,467-69.9% | $5,630-65.4% | $6,690-70.9% |
| Admin fee / account holder | $423 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |