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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 | $31,441 | $101,618-69.1% | $93,063-66.2% | $137,256-77.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.53% | 223.95%-202.4pp | 34.15%-12.6pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,662 | $2,707+35.3% | $2,476+47.9% | $4,156-11.9% |
| Participant deferral / active EE | $8,169 | $4,279+90.9% | $3,958+106.4% | $6,407+27.5% |
| Admin fee / account holder | $387 | $6,198-93.8% | $6,033-93.6% | $12,270-96.8% |