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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 | $43,602 | $172,111-74.7% | $150,298-71.0% | $137,256-68.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.94% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,943 | $4,636-36.5% | $4,154-29.1% | $4,156-29.2% |
| Participant deferral / active EE | $6,787 | $6,166+10.1% | $5,453+24.5% | $6,407+5.9% |
| Admin fee / account holder | $1,156 | $16,471-93.0% | $14,116-91.8% | $12,270-90.6% |