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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 | $17,224 | $155,555-88.9% | $146,866-88.3% | $155,188-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.13% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,808 | $4,647-39.6% | $4,425-36.5% | $4,248-33.9% |
| Participant deferral / active EE | $4,676 | $8,044-41.9% | $7,759-39.7% | $6,531-28.4% |
| Admin fee / account holder | $7,507 | $14,755-49.1% | $13,620-44.9% | $14,480-48.2% |