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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 | $22,487 | $165,361-86.4% | $149,715-85.0% | $158,950-85.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.87% | 348.24%-327.4pp | 276.66%-255.8pp | 302.91%-282.0pp |
| Employer contribution / active EE | $3,601 | $5,103-29.4% | $4,645-22.5% | $4,762-24.4% |
| Participant deferral / active EE | $11,718 | $7,182+63.2% | $6,842+71.3% | $5,983+95.9% |
| Admin fee / account holder | $3,330 | $10,808-69.2% | $9,310-64.2% | $11,248-70.4% |