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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 | $58,670 | $113,338-48.2% | $94,993-38.2% | $147,585-60.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 29.03% | 20.80%+8.2pp | 27.14%+1.9pp | 578.58%-549.6pp |
| Employer contribution / active EE | $9,077 | $3,160+187.2% | $2,603+248.6% | $4,876+86.1% |
| Participant deferral / active EE | $10,346 | $3,777+173.9% | $3,317+211.9% | $5,439+90.2% |
| Admin fee / account holder | $329 | $6,063-94.6% | $4,960-93.4% | $10,886-97.0% |