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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 | $18,335 | $154,228-88.1% | $145,433-87.4% | $137,256-86.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.63% | 74.59%-61.0pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,229 | $4,804-74.4% | $4,554-73.0% | $4,156-70.4% |
| Participant deferral / active EE | $2,972 | $8,216-63.8% | $7,897-62.4% | $6,407-53.6% |
| Admin fee / account holder | $2,476 | $14,344-82.7% | $13,129-81.1% | $12,270-79.8% |