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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 | $33,128 | $140,944-76.5% | $112,236-70.5% | $139,427-76.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.11% | 32.71%-15.6pp | 30.20%-13.1pp | 373.27%-356.2pp |
| Employer contribution / active EE | $2,296 | $4,285-46.4% | $3,431-33.1% | $4,752-51.7% |
| Participant deferral / active EE | $3,139 | $5,876-46.6% | $4,799-34.6% | $6,711-53.2% |
| Admin fee / account holder | $4,943 | $9,954-50.3% | $7,749-36.2% | $11,404-56.7% |