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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 | $23,939 | $123,155-80.6% | $108,753-78.0% | $155,188-84.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.15% | 44.73%-23.6pp | 37.47%-16.3pp | 148.84%-127.7pp |
| Employer contribution / active EE | $2,868 | $2,811+2.0% | $2,427+18.2% | $4,248-32.5% |
| Participant deferral / active EE | $4,271 | $4,623-7.6% | $4,115+3.8% | $6,531-34.6% |
| Admin fee / account holder | $1,029 | $12,126-91.5% | $10,320-90.0% | $14,480-92.9% |