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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 | $31,562 | $78,670-59.9% | $109,173-71.1% | $85,847-63.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 34.75% | 25.09%+9.7pp | 25.75%+9.0pp | 318.61%-283.9pp |
| Employer contribution / active EE | $3,975 | $2,734+45.4% | $3,723+6.8% | $2,565+55.0% |
| Participant deferral / active EE | $2,997 | $3,467-13.6% | $4,654-35.6% | $3,952-24.2% |
| Admin fee / account holder | $546 | $5,469-90.0% | $6,755-91.9% | $6,261-91.3% |