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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 | $20,036 | $148,623-86.5% | $135,974-85.3% | $139,466-85.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.23% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.4pp |
| Employer contribution / active EE | $3,242 | $5,246-38.2% | $4,859-33.3% | $4,754-31.8% |
| Participant deferral / active EE | $11,682 | $8,103+44.2% | $7,760+50.5% | $6,712+74.0% |
| Admin fee / account holder | $2,301 | $12,406-81.4% | $10,767-78.6% | $11,409-79.8% |