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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 | $19,045 | $126,113-84.9% | $116,096-83.6% | $155,188-87.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 23.07% | 391.72%-368.6pp | 326.25%-303.2pp | 148.84%-125.8pp |
| Employer contribution / active EE | $4,083 | $2,672+52.8% | $2,503+63.1% | $4,248-3.9% |
| Participant deferral / active EE | $3,336 | $4,162-19.9% | $3,952-15.6% | $6,531-48.9% |
| Admin fee / account holder | $1,971 | $8,045-75.5% | $7,704-74.4% | $14,480-86.4% |