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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 | $25,388 | $162,136-84.3% | $152,301-83.3% | $154,746-83.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 26.90% | 91.02%-64.1pp | 80.50%-53.6pp | 172.34%-145.4pp |
| Employer contribution / active EE | $2,653 | $4,890-45.7% | $4,624-42.6% | $4,379-39.4% |
| Participant deferral / active EE | $6,462 | $8,341-22.5% | $8,004-19.3% | $6,730-4.0% |
| Admin fee / account holder | $1,337 | $15,759-91.5% | $14,398-90.7% | $14,365-90.7% |