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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 | $28,853 | $182,442-84.2% | $163,379-82.3% | $138,895-79.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 17.13% | 72.74%-55.6pp | 63.41%-46.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,113 | $4,159-25.2% | $3,752-17.0% | $4,194-25.8% |
| Participant deferral / active EE | $3,634 | $6,817-46.7% | $6,282-42.2% | $6,396-43.2% |
| Admin fee / account holder | $958 | $10,396-90.8% | $9,818-90.2% | $12,562-92.4% |