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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 | $29,675 | $165,361-82.1% | $149,715-80.2% | $158,950-81.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.64% | 348.24%-325.6pp | 276.66%-254.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $2,488 | $5,103-51.2% | $4,645-46.4% | $4,762-47.7% |
| Participant deferral / active EE | $7,510 | $7,182+4.6% | $6,842+9.8% | $5,983+25.5% |
| Admin fee / account holder | $323 | $10,808-97.0% | $9,310-96.5% | $11,248-97.1% |