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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 | $31,239 | $110,410-71.7% | $102,437-69.5% | $145,897-78.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.14% | 24.85%-2.7pp | 24.95%-2.8pp | 552.29%-530.1pp |
| Employer contribution / active EE | $13,411 | $4,217+218.0% | $3,871+246.5% | $4,663+187.6% |
| Participant deferral / active EE | $6,778 | $5,622+20.6% | $5,060+34.0% | $6,689+1.3% |
| Admin fee / account holder | $7,062 | $9,745-27.5% | $8,388-15.8% | $13,390-47.3% |