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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 | $21,383 | $106,280-79.9% | $96,538-77.8% | $139,487-84.7% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 27.89% | 38.48%-10.6pp | 35.74%-7.8pp | 373.84%-345.9pp |
| Employer contribution / active EE | $2,235 | $4,107-45.6% | $3,740-40.2% | $4,755-53.0% |
| Participant deferral / active EE | $4,467 | $5,457-18.1% | $4,880-8.5% | $6,713-33.5% |
| Admin fee / account holder | $867 | $7,888-89.0% | $6,737-87.1% | $11,407-92.4% |