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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 | $46,859 | $165,399-71.7% | $149,745-68.7% | $158,982-70.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.45% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $10,464 | $5,105+105.0% | $4,646+125.2% | $4,763+119.7% |
| Participant deferral / active EE | $6,294 | $7,183-12.4% | $6,843-8.0% | $5,983+5.2% |
| Admin fee / account holder | $855 | $10,811-92.1% | $9,312-90.8% | $11,252-92.4% |