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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 | $20,248 | $111,814-81.9% | $103,374-80.4% | $145,959-86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.55% | 24.77%-4.2pp | 24.89%-4.3pp | 561.95%-541.4pp |
| Employer contribution / active EE | $11,953 | $4,214+183.7% | $3,869+208.9% | $4,661+156.5% |
| Participant deferral / active EE | $5,328 | $5,618-5.2% | $5,058+5.4% | $6,689-20.3% |
| Admin fee / account holder | $6,064 | $9,754-37.8% | $8,394-27.8% | $13,398-54.7% |