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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 | $33,972 | $125,778-73.0% | $114,563-70.3% | $154,746-78.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.31% | 295.14%-276.8pp | 241.09%-222.8pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,013 | $2,806+7.4% | $2,592+16.2% | $4,379-31.2% |
| Participant deferral / active EE | $19,963 | $4,445+349.2% | $4,142+382.0% | $6,730+196.6% |
| Admin fee / account holder | $547 | $8,190-93.3% | $7,623-92.8% | $14,365-96.2% |