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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 | $26,383 | $97,125-72.8% | $86,233-69.4% | $137,256-80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.48% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,176 | $2,841-58.6% | $2,504-53.0% | $4,156-71.7% |
| Participant deferral / active EE | $3,160 | $5,180-39.0% | $4,559-30.7% | $6,407-50.7% |
| Admin fee / account holder | $509 | $9,725-94.8% | $8,342-93.9% | $12,270-95.9% |