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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 | $20,830 | $107,733-80.7% | $92,985-77.6% | $154,746-86.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 17.42% | 30.39%-13.0pp | 27.99%-10.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,745 | $3,126+51.8% | $2,662+78.3% | $4,379+8.4% |
| Participant deferral / active EE | $9,877 | $5,053+95.5% | $4,377+125.7% | $6,730+46.7% |
| Admin fee / account holder | $1,785 | $11,369-84.3% | $9,463-81.1% | $14,365-87.6% |