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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 | $24,678 | $165,399-85.1% | $149,745-83.5% | $158,982-84.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.91% | 348.34%-315.4pp | 276.72%-243.8pp | 302.99%-270.1pp |
| Employer contribution / active EE | $1,575 | $5,105-69.1% | $4,646-66.1% | $4,763-66.9% |
| Participant deferral / active EE | $17,930 | $7,183+149.6% | $6,843+162.0% | $5,983+199.7% |
| Admin fee / account holder | $10,732 | $10,811-0.7% | $9,312+15.2% | $11,252-4.6% |