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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 | $36,298 | $172,111-78.9% | $150,298-75.8% | $137,256-73.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.84% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,211 | $4,636-52.3% | $4,154-46.8% | $4,156-46.8% |
| Participant deferral / active EE | $6,788 | $6,166+10.1% | $5,453+24.5% | $6,407+6.0% |
| Admin fee / account holder | $8,648 | $16,471-47.5% | $14,116-38.7% | $12,270-29.5% |