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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 | $30,950 | $88,672-65.1% | $105,223-70.6% | $82,448-62.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 27.36% | 30.86%-3.5pp | 180.65%-153.3pp | 41.64%-14.3pp |
| Employer contribution / active EE | $3,761 | $3,048+23.4% | $3,689+2.0% | $2,551+47.5% |
| Participant deferral / active EE | $3,205 | $4,036-20.6% | $5,072-36.8% | $4,139-22.6% |
| Admin fee / account holder | $1,920 | $7,146-73.1% | $8,859-78.3% | $7,234-73.5% |