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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 | $35,427 | $115,225-69.3% | $100,712-64.8% | $138,895-74.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.18% | 40.35%-22.2pp | 33.27%-15.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,649 | $2,771-40.5% | $2,313-28.7% | $4,194-60.7% |
| Participant deferral / active EE | $4,041 | $4,699-14.0% | $4,085-1.1% | $6,396-36.8% |
| Admin fee / account holder | $3,676 | $10,844-66.1% | $9,256-60.3% | $12,562-70.7% |