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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 | $138,312-82.4% | $122,979-80.2% | $155,188-84.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 64.49% | 22.06%+42.4pp | 20.12%+44.4pp | 148.84%-84.3pp |
| Employer contribution / active EE | $2,685 | $3,530-24.0% | $3,062-12.3% | $4,248-36.8% |
| Participant deferral / active EE | $7,429 | $5,592+32.8% | $5,003+48.5% | $6,531+13.8% |
| Admin fee / account holder | $1,334 | $15,089-91.2% | $12,864-89.6% | $14,480-90.8% |