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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 | $19,265 | $185,312-89.6% | $161,489-88.1% | $154,746-87.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.31% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,012 | $4,769-78.8% | $4,268-76.3% | $4,379-76.9% |
| Participant deferral / active EE | $6,297 | $6,350-0.8% | $5,630+11.8% | $6,730-6.4% |
| Admin fee / account holder | $827 | $18,654-95.6% | $16,006-94.8% | $14,365-94.2% |