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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 | $44,863 | $114,119-60.7% | $107,187-58.1% | $138,895-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.75% | 273.21%-252.5pp | 204.55%-183.8pp | 145.39%-124.6pp |
| Employer contribution / active EE | $3,398 | $4,059-16.3% | $3,782-10.1% | $4,194-19.0% |
| Participant deferral / active EE | $8,466 | $5,538+52.9% | $5,096+66.1% | $6,396+32.4% |
| Admin fee / account holder | $4,898 | $10,024-51.1% | $9,162-46.5% | $12,562-61.0% |