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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 | $38,137 | $225,673-83.1% | $203,872-81.3% | $155,188-75.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 26.15% | 95.91%-69.8pp | 85.11%-59.0pp | 148.84%-122.7pp |
| Employer contribution / active EE | $3,193 | $4,099-22.1% | $3,757-15.0% | $4,248-24.8% |
| Participant deferral / active EE | $4,401 | $6,893-36.2% | $6,388-31.1% | $6,531-32.6% |
| Admin fee / account holder | $1,661 | $12,327-86.5% | $11,730-85.8% | $14,480-88.5% |