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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 | $30,986 | $88,672-65.1% | $105,223-70.6% | $82,448-62.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.18% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,488 | $3,048+14.4% | $3,689-5.4% | $2,551+36.7% |
| Participant deferral / active EE | $5,562 | $4,036+37.8% | $5,072+9.7% | $4,139+34.4% |
| Admin fee / account holder | $1,860 | $7,146-74.0% | $8,859-79.0% | $7,234-74.3% |