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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 | $36,209 | $106,588-66.0% | $94,215-61.6% | $155,188-76.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 167.29% | 29.39%+137.9pp | 28.22%+139.1pp | 148.84%+18.4pp |
| Employer contribution / active EE | $2,695 | $3,080-12.5% | $2,675+0.7% | $4,248-36.6% |
| Participant deferral / active EE | $3,037 | $4,802-36.8% | $4,276-29.0% | $6,531-53.5% |
| Admin fee / account holder | $3,193 | $12,281-74.0% | $10,216-68.7% | $14,480-77.9% |