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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 | $20,046 | $107,666-81.4% | $102,184-80.4% | $154,746-87.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.93% | 29.33%-6.4pp | 31.58%-8.7pp | 172.34%-149.4pp |
| Employer contribution / active EE | $7,040 | $3,846+83.0% | $3,594+95.9% | $4,379+60.8% |
| Participant deferral / active EE | $7,040 | $8,719-19.3% | $8,309-15.3% | $6,730+4.6% |
| Admin fee / account holder | $2,019 | $12,943-84.4% | $11,609-82.6% | $14,365-85.9% |