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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 | $39,898 | $118,454-66.3% | $98,441-59.5% | $139,427-71.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.92% | 18.94%-1.0pp | 21.16%-3.2pp | 373.27%-355.3pp |
| Employer contribution / active EE | $3,993 | $3,610+10.6% | $3,048+31.0% | $4,752-16.0% |
| Participant deferral / active EE | $1,576 | $5,392-70.8% | $4,738-66.7% | $6,711-76.5% |
| Admin fee / account holder | $4,491 | $14,053-68.0% | $8,960-49.9% | $11,404-60.6% |