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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 | $32,681 | $105,929-69.1% | $81,716-60.0% | $158,966-79.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.26% | 38.19%-20.9pp | 29.49%-12.2pp | 302.95%-285.7pp |
| Employer contribution / active EE | $3,848 | $7,802-50.7% | $4,310-10.7% | $4,762-19.2% |
| Participant deferral / active EE | $4,534 | $13,007-65.1% | $7,108-36.2% | $5,983-24.2% |
| Admin fee / account holder | $386 | $8,492-95.5% | $5,159-92.5% | $11,250-96.6% |