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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 | $22,865 | $124,980-81.7% | $108,359-78.9% | $154,746-85.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 25.21% | 45.00%-19.8pp | 36.89%-11.7pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,869 | $2,851+0.6% | $2,399+19.5% | $4,379-34.5% |
| Participant deferral / active EE | $6,880 | $4,743+45.1% | $4,137+66.3% | $6,730+2.2% |
| Admin fee / account holder | $334 | $11,502-97.1% | $9,741-96.6% | $14,365-97.7% |