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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 | $32,183 | $162,136-80.2% | $152,301-78.9% | $154,746-79.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.00% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,702 | $4,890-65.2% | $4,624-63.2% | $4,379-61.1% |
| Participant deferral / active EE | $3,371 | $8,341-59.6% | $8,004-57.9% | $6,730-49.9% |
| Admin fee / account holder | $1,361 | $15,759-91.4% | $14,398-90.5% | $14,365-90.5% |