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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 | $78,199 | $101,618-23.0% | $93,063-16.0% | $137,256-43.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.44% | 223.95%-205.5pp | 34.15%-15.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,238 | $2,707+204.3% | $2,476+232.7% | $4,156+98.2% |
| Participant deferral / active EE | $12,307 | $4,279+187.6% | $3,958+210.9% | $6,407+92.1% |
| Admin fee / account holder | $24,899 | $6,198+301.7% | $6,033+312.7% | $12,270+102.9% |