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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 | $12,052 | $182,442-93.4% | $163,379-92.6% | $138,895-91.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.13% | 72.74%-54.6pp | 63.41%-45.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,380 | $4,159-42.8% | $3,752-36.6% | $4,194-43.3% |
| Participant deferral / active EE | $3,996 | $6,817-41.4% | $6,282-36.4% | $6,396-37.5% |
| Admin fee / account holder | $1,548 | $10,396-85.1% | $9,818-84.2% | $12,562-87.7% |