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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 | $28,892 | $112,729-74.4% | $98,716-70.7% | $137,256-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.46% | 38.48%-19.0pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $14,190 | $2,725+420.7% | $2,279+522.7% | $4,156+241.4% |
| Participant deferral / active EE | $3,494 | $4,640-24.7% | $4,048-13.7% | $6,407-45.5% |
| Admin fee / account holder | $2,029 | $10,129-80.0% | $8,703-76.7% | $12,270-83.5% |