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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 | $86,879 | $165,399-47.5% | $149,745-42.0% | $158,982-45.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.34% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $7,534 | $5,105+47.6% | $4,646+62.2% | $4,763+58.2% |
| Participant deferral / active EE | $20,557 | $7,183+186.2% | $6,843+200.4% | $5,983+243.6% |
| Admin fee / account holder | $351 | $10,811-96.8% | $9,312-96.2% | $11,252-96.9% |