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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 | $86,362 | $124,425-30.6% | $112,040-22.9% | $137,256-37.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.94% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $16,826 | $3,411+393.2% | $2,954+469.6% | $4,156+304.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $355 | $15,207-97.7% | $12,098-97.1% | $12,270-97.1% |