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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 | $40,390 | $223,823-82.0% | $211,142-80.9% | $154,746-73.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.53% | 50.39%-31.9pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,657 | $6,787-31.4% | $6,442-27.7% | $4,379+6.3% |
| Participant deferral / active EE | $5,746 | $9,750-41.1% | $9,284-38.1% | $6,730-14.6% |
| Admin fee / account holder | $2,179 | $19,707-88.9% | $19,076-88.6% | $14,365-84.8% |