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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 | $42,436 | $211,105-79.9% | $178,449-76.2% | $145,978-70.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.08% | 30.19%-17.1pp | 27.09%-14.0pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,030 | $4,569-77.5% | $3,951-73.9% | $4,662-77.9% |
| Participant deferral / active EE | $2,505 | $6,959-64.0% | $6,277-60.1% | $6,690-62.6% |
| Admin fee / account holder | $1,457 | $12,017-87.9% | $10,362-85.9% | $13,400-89.1% |