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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 | $28,821 | $126,519-77.2% | $106,201-72.9% | $145,959-80.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.23% | 225.10%-215.9pp | 116.26%-107.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $3,852 | $3,726+3.4% | $3,170+21.5% | $4,661-17.4% |
| Participant deferral / active EE | $1,826 | $5,716-68.1% | $5,012-63.6% | $6,689-72.7% |
| Admin fee / account holder | $1,742 | $17,312-89.9% | $11,039-84.2% | $13,398-87.0% |