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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 | $25,392 | $162,136-84.3% | $152,301-83.3% | $154,746-83.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.17% | 91.02%-73.9pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,880 | $4,890-61.6% | $4,624-59.3% | $4,379-57.1% |
| Participant deferral / active EE | $5,983 | $8,341-28.3% | $8,004-25.2% | $6,730-11.1% |
| Admin fee / account holder | $1,259 | $15,759-92.0% | $14,398-91.3% | $14,365-91.2% |