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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 | $16,924 | $185,312-90.9% | $161,489-89.5% | $154,746-89.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.12% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,256 | $4,769-52.7% | $4,268-47.1% | $4,379-48.5% |
| Participant deferral / active EE | $4,482 | $6,350-29.4% | $5,630-20.4% | $6,730-33.4% |
| Admin fee / account holder | $867 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |