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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 | $40,185 | $227,597-82.3% | $189,575-78.8% | $167,536-76.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.94% | 78.44%-64.5pp | 64.19%-50.3pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,638 | $5,316-69.2% | $4,412-62.9% | $4,839-66.2% |
| Participant deferral / active EE | $9,017 | $7,002+28.8% | $6,174+46.1% | $6,342+42.2% |
| Admin fee / account holder | $583 | $11,877-95.1% | $9,806-94.1% | $12,315-95.3% |