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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 | $29,128 | $148,629-80.4% | $135,982-78.6% | $139,487-79.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.69% | 79.33%-61.6pp | 68.32%-50.6pp | 373.84%-356.1pp |
| Employer contribution / active EE | $7,336 | $5,247+39.8% | $4,859+51.0% | $4,755+54.3% |
| Participant deferral / active EE | $3,096 | $8,102-61.8% | $7,760-60.1% | $6,713-53.9% |
| Admin fee / account holder | $794 | $12,406-93.6% | $10,767-92.6% | $11,407-93.0% |