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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 | $33,335 | $115,225-71.1% | $100,712-66.9% | $138,895-76.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.01% | 40.35%-20.3pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,663 | $2,771-40.0% | $2,313-28.1% | $4,194-60.4% |
| Participant deferral / active EE | $4,117 | $4,699-12.4% | $4,085+0.8% | $6,396-35.6% |
| Admin fee / account holder | $5,317 | $10,844-51.0% | $9,256-42.6% | $12,562-57.7% |