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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 | $60,468 | $118,454-49.0% | $98,441-38.6% | $139,427-56.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 28.53% | 18.94%+9.6pp | 21.16%+7.4pp | 373.27%-344.7pp |
| Employer contribution / active EE | $13,704 | $3,610+279.7% | $3,048+349.6% | $4,752+188.4% |
| Participant deferral / active EE | $13,704 | $5,392+154.1% | $4,738+189.2% | $6,711+104.2% |
| Admin fee / account holder | $836 | $14,053-94.1% | $8,960-90.7% | $11,404-92.7% |