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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 | $39,591 | $129,737-69.5% | $119,126-66.8% | $154,746-74.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 11.16% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,627 | $4,375-39.9% | $4,034-34.9% | $4,379-40.0% |
| Participant deferral / active EE | $12,599 | $5,842+115.7% | $5,318+136.9% | $6,730+87.2% |
| Admin fee / account holder | $2,553 | $11,961-78.7% | $10,693-76.1% | $14,365-82.2% |