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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 | $43,862 | $211,239-79.2% | $178,528-75.4% | $145,877-69.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.51% | 30.22%-9.7pp | 27.11%-6.6pp | 551.28%-530.8pp |
| Employer contribution / active EE | $10,358 | $4,570+126.7% | $3,950+162.2% | $4,663+122.1% |
| Participant deferral / active EE | $6,094 | $6,963-12.5% | $6,278-2.9% | $6,691-8.9% |
| Admin fee / account holder | $664 | $12,095-94.5% | $10,419-93.6% | $13,402-95.0% |