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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 | $41,383 | $126,113-67.2% | $116,096-64.4% | $155,188-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 10.14% | 391.72%-381.6pp | 326.25%-316.1pp | 148.84%-138.7pp |
| Employer contribution / active EE | $2,778 | $2,672+4.0% | $2,503+11.0% | $4,248-34.6% |
| Participant deferral / active EE | $1,555 | $4,162-62.6% | $3,952-60.7% | $6,531-76.2% |
| Admin fee / account holder | $332 | $8,045-95.9% | $7,704-95.7% | $14,480-97.7% |