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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 | $24,298 | $126,661-80.8% | $113,397-78.6% | $138,895-82.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 64.49% | 25.05%+39.4pp | 23.20%+41.3pp | 145.39%-80.9pp |
| Employer contribution / active EE | $2,685 | $3,456-22.3% | $2,977-9.8% | $4,194-36.0% |
| Participant deferral / active EE | $7,429 | $5,693+30.5% | $5,076+46.4% | $6,396+16.2% |
| Admin fee / account holder | $1,334 | $14,549-90.8% | $11,957-88.8% | $12,562-89.4% |