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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 | $35,716 | $124,425-71.3% | $112,040-68.1% | $137,256-74.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.81% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,417 | $3,411+58.8% | $2,954+83.4% | $4,156+30.3% |
| Participant deferral / active EE | $15,484 | $5,718+170.8% | $5,098+203.7% | $6,407+141.7% |
| Admin fee / account holder | $2,087 | $15,207-86.3% | $12,098-82.7% | $12,270-83.0% |