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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 | $64,677 | $111,814-42.2% | $103,378-37.4% | $145,978-55.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 24.80%-11.3pp | 24.91%-11.4pp | 550.52%-537.0pp |
| Employer contribution / active EE | $10,885 | $4,215+158.2% | $3,870+181.2% | $4,662+133.5% |
| Participant deferral / active EE | $6,775 | $5,618+20.6% | $5,058+34.0% | $6,690+1.3% |
| Admin fee / account holder | $20,335 | $9,764+108.3% | $8,401+142.1% | $13,400+51.7% |