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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 | $26,411 | $172,111-84.7% | $150,298-82.4% | $137,256-80.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.23% | 69.37%-45.1pp | 62.79%-38.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $2,587 | $4,636-44.2% | $4,154-37.7% | $4,156-37.8% |
| Participant deferral / active EE | $7,436 | $6,166+20.6% | $5,453+36.4% | $6,407+16.1% |
| Admin fee / account holder | $1,168 | $16,471-92.9% | $14,116-91.7% | $12,270-90.5% |