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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 | $29,568 | $174,379-83.0% | $152,093-80.6% | $138,895-78.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.39% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,230 | $4,652-73.6% | $4,175-70.5% | $4,194-70.7% |
| Participant deferral / active EE | $5,330 | $6,159-13.5% | $5,451-2.2% | $6,396-16.7% |
| Admin fee / account holder | $449 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |