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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 | $31,730 | $165,399-80.8% | $149,745-78.8% | $158,982-80.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.08% | 348.34%-319.3pp | 276.72%-247.6pp | 302.99%-273.9pp |
| Employer contribution / active EE | $2,643 | $5,105-48.2% | $4,646-43.1% | $4,763-44.5% |
| Participant deferral / active EE | $7,461 | $7,183+3.9% | $6,843+9.0% | $5,983+24.7% |
| Admin fee / account holder | $494 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |