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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 | $39,172 | $97,125-59.7% | $86,233-54.6% | $137,256-71.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.42% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,047 | $2,841+7.3% | $2,504+21.7% | $4,156-26.7% |
| Participant deferral / active EE | $5,877 | $5,180+13.5% | $4,559+28.9% | $6,407-8.3% |
| Admin fee / account holder | $1,022 | $9,725-89.5% | $8,342-87.8% | $12,270-91.7% |