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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 | $25,114 | $154,228-83.7% | $145,433-82.7% | $137,256-81.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.22% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,018 | $4,804-58.0% | $4,554-55.7% | $4,156-51.4% |
| Participant deferral / active EE | $3,931 | $8,216-52.2% | $7,897-50.2% | $6,407-38.6% |
| Admin fee / account holder | $1,581 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |