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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 | $28,808 | $142,426-79.8% | $115,167-75.0% | $152,909-81.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 42.05% | 41.48%+0.6pp | 35.60%+6.5pp | 345.46%-303.4pp |
| Employer contribution / active EE | $14,602 | $4,011+264.1% | $3,179+359.3% | $4,764+206.5% |
| Participant deferral / active EE | $10,747 | $5,165+108.1% | $4,169+157.8% | $5,851+83.7% |
| Admin fee / account holder | $395 | $8,464-95.3% | $7,089-94.4% | $11,601-96.6% |