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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 | $19,282 | $111,535-82.7% | $105,223-81.7% | $137,256-86.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.53% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,018 | $3,939-23.4% | $3,689-18.2% | $4,156-27.4% |
| Participant deferral / active EE | $4,854 | $5,500-11.7% | $5,072-4.3% | $6,407-24.2% |
| Admin fee / account holder | $615 | $9,721-93.7% | $8,859-93.1% | $12,270-95.0% |