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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 | $29,448 | $139,948-79.0% | $121,663-75.8% | $154,746-81.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 20.21% | 230.52%-210.3pp | 147.54%-127.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,154 | $3,521+18.0% | $3,020+37.6% | $4,379-5.1% |
| Participant deferral / active EE | $6,324 | $5,629+12.4% | $4,887+29.4% | $6,730-6.0% |
| Admin fee / account holder | $3,281 | $17,321-81.1% | $14,289-77.0% | $14,365-77.2% |