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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 | $29,345 | $129,737-77.4% | $119,126-75.4% | $154,746-81.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.30% | 379.08%-367.8pp | 282.11%-270.8pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,020 | $4,375-76.7% | $4,034-74.7% | $4,379-76.7% |
| Participant deferral / active EE | $6,841 | $5,842+17.1% | $5,318+28.6% | $6,730+1.6% |
| Admin fee / account holder | $46,427 | $11,961+288.2% | $10,693+334.2% | $14,365+223.2% |