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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 | $33,641 | $142,358-76.4% | $119,615-71.9% | $134,493-75.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 29.80% | -12.46%+42.3pp | -14.98%+44.8pp | 418.01%-388.2pp |
| Employer contribution / active EE | $15,880 | $5,223+204.0% | $4,232+275.2% | $4,740+235.0% |
| Participant deferral / active EE | $31,677 | $6,470+389.6% | $5,602+465.4% | $6,400+395.0% |
| Admin fee / account holder | $5,532 | $13,585-59.3% | $10,324-46.4% | $11,425-51.6% |