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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 | $37,657 | $185,905-79.7% | $170,057-77.9% | $139,487-73.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.51% | 60.56%-42.1pp | 53.42%-34.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $1,543 | $7,597-79.7% | $6,790-77.3% | $4,755-67.5% |
| Participant deferral / active EE | $11,888 | $11,627+2.2% | $10,411+14.2% | $6,713+77.1% |
| Admin fee / account holder | $802 | $15,397-94.8% | $12,826-93.7% | $11,407-93.0% |