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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 | $25,360 | $97,125-73.9% | $86,233-70.6% | $137,256-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.50% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,811 | $2,841-1.1% | $2,504+12.2% | $4,156-32.4% |
| Participant deferral / active EE | $3,638 | $5,180-29.8% | $4,559-20.2% | $6,407-43.2% |
| Admin fee / account holder | $810 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |