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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 | $29,359 | $165,361-82.2% | $149,715-80.4% | $158,950-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.37% | 348.24%-331.9pp | 276.66%-260.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $3,988 | $5,103-21.9% | $4,645-14.1% | $4,762-16.3% |
| Participant deferral / active EE | $8,362 | $7,182+16.4% | $6,842+22.2% | $5,983+39.8% |
| Admin fee / account holder | $5,617 | $10,808-48.0% | $9,310-39.7% | $11,248-50.1% |