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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 | $23,943 | $65,361-63.4% | $92,903-74.2% | $72,983-67.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 45.00% | 42.11%+2.9pp | 109.43%-64.4pp | 81.01%-36.0pp |
| Employer contribution / active EE | $2,249 | $2,594-13.3% | $3,653-38.4% | $2,440-7.8% |
| Participant deferral / active EE | $4,504 | $3,128+44.0% | $4,238+6.3% | $3,608+24.8% |
| Admin fee / account holder | $340 | $4,251-92.0% | $5,795-94.1% | $5,124-93.4% |