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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 | $41,409 | $165,399-75.0% | $149,745-72.3% | $158,982-74.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.63% | 348.34%-326.7pp | 276.72%-255.1pp | 302.99%-281.4pp |
| Employer contribution / active EE | $3,777 | $5,105-26.0% | $4,646-18.7% | $4,763-20.7% |
| Participant deferral / active EE | $4,875 | $7,183-32.1% | $6,843-28.8% | $5,983-18.5% |
| Admin fee / account holder | $747 | $10,811-93.1% | $9,312-92.0% | $11,252-93.4% |