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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 | $30,736 | $105,929-71.0% | $81,926-62.5% | $158,950-80.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 26.05% | 38.19%-12.1pp | 29.49%-3.4pp | 302.91%-276.9pp |
| Employer contribution / active EE | $7,857 | $7,802+0.7% | $4,310+82.3% | $4,762+65.0% |
| Participant deferral / active EE | $6,723 | $13,007-48.3% | $7,108-5.4% | $5,983+12.4% |
| Admin fee / account holder | $612 | $8,492-92.8% | $5,159-88.1% | $11,248-94.6% |