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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 | $42,077 | $123,155-65.8% | $108,753-61.3% | $155,188-72.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 17.27% | 44.73%-27.5pp | 37.47%-20.2pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,005 | $2,811-64.3% | $2,427-58.6% | $4,248-76.4% |
| Participant deferral / active EE | $1,619 | $4,623-65.0% | $4,115-60.7% | $6,531-75.2% |
| Admin fee / account holder | $3,690 | $12,126-69.6% | $10,320-64.2% | $14,480-74.5% |