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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 | $44,929 | $174,379-74.2% | $152,093-70.5% | $138,895-67.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.56% | 74.86%-53.3pp | 66.36%-44.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,520 | $4,652-67.3% | $4,175-63.6% | $4,194-63.8% |
| Participant deferral / active EE | $8,632 | $6,159+40.2% | $5,451+58.3% | $6,396+35.0% |
| Admin fee / account holder | $338 | $16,880-98.0% | $14,497-97.7% | $12,562-97.3% |