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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 | $23,876 | $154,228-84.5% | $145,433-83.6% | $137,256-82.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.20% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $9,077 | $4,804+88.9% | $4,554+99.3% | $4,156+118.4% |
| Participant deferral / active EE | $9,114 | $8,216+10.9% | $7,897+15.4% | $6,407+42.3% |
| Admin fee / account holder | $1,077 | $14,344-92.5% | $13,129-91.8% | $12,270-91.2% |