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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 | $20,889 | $115,225-81.9% | $100,712-79.3% | $138,895-85.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.81% | 40.35%-18.5pp | 33.27%-11.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,557 | $2,771-7.7% | $2,313+10.6% | $4,194-39.0% |
| Participant deferral / active EE | $9,012 | $4,699+91.8% | $4,085+120.6% | $6,396+40.9% |
| Admin fee / account holder | $502 | $10,844-95.4% | $9,256-94.6% | $12,562-96.0% |