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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 | $30,562 | $201,344-84.8% | $184,243-83.4% | $145,877-79.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.62% | 29.01%-10.4pp | 28.82%-10.2pp | 551.28%-532.7pp |
| Employer contribution / active EE | $3,575 | $7,022-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $8,683 | $9,807-11.5% | $9,132-4.9% | $6,691+29.8% |
| Admin fee / account holder | $4,960 | $16,382-69.7% | $13,914-64.4% | $13,402-63.0% |