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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 | $40,266 | $199,109-79.8% | $173,730-76.8% | $154,746-74.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.18% | 20.02%-0.8pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,383 | $5,311-55.1% | $4,577-48.0% | $4,379-45.6% |
| Participant deferral / active EE | $3,732 | $7,113-47.5% | $6,326-41.0% | $6,730-44.5% |
| Admin fee / account holder | $311 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |