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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 | $19,640 | $102,245-80.8% | $89,340-78.0% | $137,256-85.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.83% | 21.89%-4.1pp | 20.57%-2.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,150 | $2,529+24.5% | $2,231+41.2% | $4,156-24.2% |
| Participant deferral / active EE | $4,925 | $4,436+11.0% | $3,823+28.8% | $6,407-23.1% |
| Admin fee / account holder | $1,958 | $8,085-75.8% | $6,704-70.8% | $12,270-84.0% |