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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 | $32,231 | $148,629-78.3% | $135,982-76.3% | $139,487-76.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.46% | 79.33%-51.9pp | 68.32%-40.9pp | 373.84%-346.4pp |
| Employer contribution / active EE | $7,342 | $5,247+39.9% | $4,859+51.1% | $4,755+54.4% |
| Participant deferral / active EE | $13,587 | $8,102+67.7% | $7,760+75.1% | $6,713+102.4% |
| Admin fee / account holder | $364 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |