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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 | $125,237-77.0% | $105,608-72.7% | $145,877-80.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.23% | 225.76%-216.5pp | 116.50%-107.3pp | 551.28%-542.1pp |
| Employer contribution / active EE | $3,852 | $3,720+3.5% | $3,167+21.6% | $4,663-17.4% |
| Participant deferral / active EE | $1,826 | $5,711-68.0% | $5,010-63.6% | $6,691-72.7% |
| Admin fee / account holder | $1,742 | $17,287-89.9% | $11,028-84.2% | $13,402-87.0% |