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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 | $32,812 | $157,296-79.1% | $141,191-76.8% | $152,897-78.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.44% | 64.34%-32.9pp | 71.41%-40.0pp | 345.43%-314.0pp |
| Employer contribution / active EE | $1,734 | $5,262-67.0% | $4,736-63.4% | $4,764-63.6% |
| Participant deferral / active EE | $10,126 | $7,111+42.4% | $6,710+50.9% | $5,851+73.1% |
| Admin fee / account holder | $659 | $12,125-94.6% | $10,264-93.6% | $11,599-94.3% |