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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 | $20,083 | $85,024-76.4% | $70,544-71.5% | $139,466-85.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 30.33% | 30.39%-0.1pp | 32.79%-2.5pp | 373.66%-343.3pp |
| Employer contribution / active EE | $7,766 | $3,912+98.5% | $2,976+161.0% | $4,754+63.4% |
| Participant deferral / active EE | $2,784 | $5,891-52.7% | $4,568-39.1% | $6,712-58.5% |
| Admin fee / account holder | $1,190 | $8,928-86.7% | $6,427-81.5% | $11,409-89.6% |