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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 | $25,752 | $110,379-76.7% | $102,412-74.9% | $145,884-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.33% | 24.84%-4.5pp | 24.94%-4.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $2,402 | $4,216-43.0% | $3,870-37.9% | $4,662-48.5% |
| Participant deferral / active EE | $3,636 | $5,622-35.3% | $5,060-28.1% | $6,690-45.6% |
| Admin fee / account holder | $1,039 | $9,745-89.3% | $8,388-87.6% | $13,392-92.2% |