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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 | $9,458 | $110,278-91.4% | $95,740-90.1% | $139,466-93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 30.47% | 27.19%+3.3pp | 28.41%+2.1pp | 373.66%-343.2pp |
| Employer contribution / active EE | $2,273 | $3,260-30.3% | $2,836-19.9% | $4,754-52.2% |
| Participant deferral / active EE | $2,778 | $4,674-40.6% | $4,244-34.5% | $6,712-58.6% |
| Admin fee / account holder | $502 | $6,613-92.4% | $5,676-91.2% | $11,409-95.6% |