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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 | $32,301 | $148,623-78.3% | $135,974-76.2% | $139,466-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.15% | 79.30%-61.1pp | 68.30%-50.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,985 | $5,246-43.1% | $4,859-38.6% | $4,754-37.2% |
| Participant deferral / active EE | $10,992 | $8,103+35.7% | $7,760+41.6% | $6,712+63.8% |
| Admin fee / account holder | $2,103 | $12,406-83.0% | $10,767-80.5% | $11,409-81.6% |