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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 | $28,217 | $72,273-61.0% | $101,275-72.1% | $79,856-64.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 27.24% | 22.30%+4.9pp | 46.48%-19.2pp | 31.71%-4.5pp |
| Employer contribution / active EE | $7,747 | $2,691+187.8% | $3,660+111.7% | $2,471+213.5% |
| Participant deferral / active EE | $6,589 | $3,282+100.8% | $4,371+50.8% | $3,741+76.1% |
| Admin fee / account holder | $653 | $4,401-85.2% | $5,948-89.0% | $5,306-87.7% |