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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 | $28,133 | $115,814-75.7% | $101,275-72.2% | $158,982-82.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.26% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,010 | $4,176-75.8% | $3,660-72.4% | $4,763-78.8% |
| Participant deferral / active EE | $4,374 | $4,958-11.8% | $4,371+0.1% | $5,983-26.9% |
| Admin fee / account holder | $709 | $7,249-90.2% | $5,948-88.1% | $11,252-93.7% |