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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 | $40,164 | $101,618-60.5% | $93,063-56.8% | $137,256-70.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.77% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,442 | $2,707-9.8% | $2,476-1.4% | $4,156-41.2% |
| Participant deferral / active EE | $3,637 | $4,279-15.0% | $3,958-8.1% | $6,407-43.2% |
| Admin fee / account holder | $1,529 | $6,198-75.3% | $6,033-74.7% | $12,270-87.5% |