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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 | $59,779 | $176,120-66.1% | $159,487-62.5% | $167,553-64.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.23% | 331.95%-321.7pp | 263.71%-253.5pp | 478.89%-468.7pp |
| Employer contribution / active EE | $11,354 | $5,299+114.3% | $4,831+135.0% | $4,840+134.6% |
| Participant deferral / active EE | $8,266 | $7,752+6.6% | $7,354+12.4% | $6,343+30.3% |
| Admin fee / account holder | $352 | $12,561-97.2% | $10,804-96.7% | $12,316-97.1% |