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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 | $44,040 | $97,125-54.7% | $86,233-48.9% | $137,256-67.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.44% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,343 | $2,841-17.5% | $2,504-6.4% | $4,156-43.6% |
| Participant deferral / active EE | $7,124 | $5,180+37.5% | $4,559+56.2% | $6,407+11.2% |
| Admin fee / account holder | $715 | $9,725-92.6% | $8,342-91.4% | $12,270-94.2% |