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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 | $29,742 | $225,673-86.8% | $203,872-85.4% | $155,188-80.8% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 21.42% | 95.91%-74.5pp | 85.11%-63.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $3,667 | $4,099-10.5% | $3,757-2.4% | $4,248-13.7% |
| Participant deferral / active EE | $9,395 | $6,893+36.3% | $6,388+47.1% | $6,531+43.9% |
| Admin fee / account holder | $7,712 | $12,327-37.4% | $11,730-34.3% | $14,480-46.7% |