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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 | $35,698 | $115,903-69.2% | $100,528-64.5% | $158,966-77.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.57% | 34.80%-13.2pp | 30.90%-9.3pp | 302.95%-281.4pp |
| Employer contribution / active EE | $7,773 | $4,105+89.3% | $3,419+127.4% | $4,762+63.2% |
| Participant deferral / active EE | $12,316 | $6,677+84.5% | $6,271+96.4% | $5,983+105.9% |
| Admin fee / account holder | $1,715 | $11,000-84.4% | $8,084-78.8% | $11,250-84.8% |