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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 | $32,688 | $108,882-70.0% | $96,754-66.2% | $154,746-78.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.20% | 98.39%-78.2pp | 82.04%-61.8pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,587 | $3,018-14.3% | $2,679-3.4% | $4,379-40.9% |
| Participant deferral / active EE | $4,214 | $5,323-20.8% | $4,758-11.4% | $6,730-37.4% |
| Admin fee / account holder | $443 | $10,200-95.7% | $8,905-95.0% | $14,365-96.9% |