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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 | $22,253 | $157,276-85.9% | $141,177-84.2% | $152,885-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.36% | 64.33%-34.0pp | 71.40%-41.0pp | 345.39%-315.0pp |
| Employer contribution / active EE | $2,286 | $5,262-56.6% | $4,736-51.7% | $4,763-52.0% |
| Participant deferral / active EE | $8,339 | $7,110+17.3% | $6,710+24.3% | $5,851+42.5% |
| Admin fee / account holder | $4,094 | $12,123-66.2% | $10,263-60.1% | $11,598-64.7% |