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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 | $43,969 | $126,113-65.1% | $116,096-62.1% | $155,188-71.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.17% | 391.72%-371.5pp | 326.25%-306.1pp | 148.84%-128.7pp |
| Employer contribution / active EE | $2,202 | $2,672-17.6% | $2,503-12.1% | $4,248-48.2% |
| Participant deferral / active EE | $15,209 | $4,162+265.4% | $3,952+284.9% | $6,531+132.9% |
| Admin fee / account holder | $2,149 | $8,045-73.3% | $7,704-72.1% | $14,480-85.2% |