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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 | $41,612 | $114,119-63.5% | $107,187-61.2% | $138,895-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.73% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,740 | $4,059-57.1% | $3,782-54.0% | $4,194-58.5% |
| Participant deferral / active EE | $2,983 | $5,538-46.1% | $5,096-41.5% | $6,396-53.4% |
| Admin fee / account holder | $17,887 | $10,024+78.4% | $9,162+95.2% | $12,562+42.4% |