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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 | $27,956 | $154,228-81.9% | $145,433-80.8% | $137,256-79.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.95% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,927 | $4,804-18.3% | $4,554-13.8% | $4,156-5.5% |
| Participant deferral / active EE | $5,087 | $8,216-38.1% | $7,897-35.6% | $6,407-20.6% |
| Admin fee / account holder | $13,694 | $14,344-4.5% | $13,129+4.3% | $12,270+11.6% |