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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 | $16,305 | $111,830-85.4% | $93,696-82.6% | $145,884-88.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.71% | 204.08%-194.4pp | 133.74%-124.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,555 | $3,093-49.7% | $2,422-35.8% | $4,662-66.6% |
| Participant deferral / active EE | $2,353 | $4,920-52.2% | $4,417-46.7% | $6,690-64.8% |
| Admin fee / account holder | $929 | $10,249-90.9% | $8,287-88.8% | $13,392-93.1% |