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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 | $30,545 | $217,432-86.0% | $185,849-83.6% | $167,536-81.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.71% | 148.42%-134.7pp | 122.10%-108.4pp | 478.82%-465.1pp |
| Employer contribution / active EE | $3,273 | $5,875-44.3% | $5,169-36.7% | $4,839-32.4% |
| Participant deferral / active EE | $11,334 | $6,357+78.3% | $5,569+103.5% | $6,342+78.7% |
| Admin fee / account holder | $634 | $19,818-96.8% | $16,244-96.1% | $12,315-94.9% |