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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 | $19,758 | $181,062-89.1% | $158,223-87.5% | $155,188-87.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.56% | 57.39%-42.8pp | 52.09%-37.5pp | 148.84%-134.3pp |
| Employer contribution / active EE | $10,912 | $4,565+139.0% | $4,109+165.6% | $4,248+156.9% |
| Participant deferral / active EE | $7,198 | $6,134+17.3% | $5,467+31.7% | $6,531+10.2% |
| Admin fee / account holder | $5,607 | $18,825-70.2% | $16,047-65.1% | $14,480-61.3% |