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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 | $31,979 | $227,597-85.9% | $189,575-83.1% | $167,536-80.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 26.53% | 78.44%-51.9pp | 64.19%-37.7pp | 478.82%-452.3pp |
| Employer contribution / active EE | $1,943 | $5,316-63.5% | $4,412-56.0% | $4,839-59.9% |
| Participant deferral / active EE | $8,775 | $7,002+25.3% | $6,174+42.1% | $6,342+38.4% |
| Admin fee / account holder | $827 | $11,877-93.0% | $9,806-91.6% | $12,315-93.3% |