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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 | $64,810 | $111,814-42.0% | $103,374-37.3% | $145,959-55.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.01% | 24.77%-8.8pp | 24.89%-8.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,427 | $4,214-66.1% | $3,869-63.1% | $4,661-69.4% |
| Participant deferral / active EE | $4,102 | $5,618-27.0% | $5,058-18.9% | $6,689-38.7% |
| Admin fee / account holder | $745 | $9,754-92.4% | $8,394-91.1% | $13,398-94.4% |