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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 | $28,442 | $129,737-78.1% | $119,126-76.1% | $154,746-81.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.02% | 379.08%-359.1pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,724 | $4,375-60.6% | $4,034-57.3% | $4,379-60.6% |
| Participant deferral / active EE | $4,280 | $5,842-26.7% | $5,318-19.5% | $6,730-36.4% |
| Admin fee / account holder | $478 | $11,961-96.0% | $10,693-95.5% | $14,365-96.7% |