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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 | $23,972 | $161,352-85.1% | $134,172-82.1% | $137,256-82.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.83% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,537 | $4,099+10.7% | $3,420+32.7% | $4,156+9.2% |
| Participant deferral / active EE | $4,517 | $5,552-18.7% | $4,690-3.7% | $6,407-29.5% |
| Admin fee / account holder | $388 | $15,028-97.4% | $12,016-96.8% | $12,270-96.8% |