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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 | $31,298 | $124,425-74.8% | $112,040-72.1% | $137,256-77.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.57% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,307 | $3,411-32.4% | $2,954-21.9% | $4,156-44.5% |
| Participant deferral / active EE | $3,472 | $5,718-39.3% | $5,098-31.9% | $6,407-45.8% |
| Admin fee / account holder | $445 | $15,207-97.1% | $12,098-96.3% | $12,270-96.4% |