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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 | $19,626 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.18% | 74.59%-51.4pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,800 | $4,804-20.9% | $4,554-16.6% | $4,156-8.6% |
| Participant deferral / active EE | $5,604 | $8,216-31.8% | $7,897-29.0% | $6,407-12.5% |
| Admin fee / account holder | $2,167 | $14,344-84.9% | $13,129-83.5% | $12,270-82.3% |