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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 | $16,908 | $97,125-82.6% | $86,233-80.4% | $137,256-87.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.55% | 74.19%-54.6pp | 61.39%-41.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,134 | $2,841+45.5% | $2,504+65.1% | $4,156-0.5% |
| Participant deferral / active EE | $4,351 | $5,180-16.0% | $4,559-4.6% | $6,407-32.1% |
| Admin fee / account holder | $1,787 | $9,725-81.6% | $8,342-78.6% | $12,270-85.4% |