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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 | $28,974 | $124,425-76.7% | $112,040-74.1% | $137,256-78.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.95% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,697 | $3,411-50.3% | $2,954-42.6% | $4,156-59.2% |
| Participant deferral / active EE | $8,237 | $5,718+44.1% | $5,098+61.6% | $6,407+28.6% |
| Admin fee / account holder | $379 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |