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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 | $32,727 | $117,829-72.2% | $102,423-68.0% | $145,877-77.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.99% | 31.83%-7.8pp | 29.42%-5.4pp | 551.28%-527.3pp |
| Employer contribution / active EE | $10,250 | $3,615+183.6% | $3,023+239.1% | $4,663+119.8% |
| Participant deferral / active EE | $24,344 | $5,732+324.7% | $5,054+381.6% | $6,691+263.8% |
| Admin fee / account holder | $146,822 | $13,335+1001.0% | $9,455+1452.9% | $13,402+995.5% |