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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 | $20,757 | $181,062-88.5% | $158,223-86.9% | $155,188-86.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.98% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,916 | $4,565-36.1% | $4,109-29.0% | $4,248-31.4% |
| Participant deferral / active EE | $5,804 | $6,134-5.4% | $5,467+6.2% | $6,531-11.1% |
| Admin fee / account holder | $8,921 | $18,825-52.6% | $16,047-44.4% | $14,480-38.4% |