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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 | $42,333 | $132,634-68.1% | $115,768-63.4% | $137,256-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.90% | 160.70%-142.8pp | 100.46%-82.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,028 | $3,360-9.9% | $2,940+3.0% | $4,156-27.1% |
| Participant deferral / active EE | $5,375 | $5,619-4.3% | $4,917+9.3% | $6,407-16.1% |
| Admin fee / account holder | $2,511 | $15,028-83.3% | $12,439-79.8% | $12,270-79.5% |