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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 | $22,684 | $154,193-85.3% | $130,045-82.6% | $139,466-83.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.19% | 32.51%-3.3pp | -137.30%+166.5pp | 373.66%-344.5pp |
| Employer contribution / active EE | $10,043 | $5,292+89.8% | $4,321+132.4% | $4,754+111.3% |
| Participant deferral / active EE | $3,307 | $6,709-50.7% | $5,820-43.2% | $6,712-50.7% |
| Admin fee / account holder | $1,718 | $13,989-87.7% | $10,600-83.8% | $11,409-84.9% |