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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 | $23,289 | $115,911-79.9% | $100,530-76.8% | $158,950-85.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.65% | 34.80%-5.2pp | 30.89%-1.2pp | 302.91%-273.3pp |
| Employer contribution / active EE | $3,741 | $4,104-8.8% | $3,418+9.5% | $4,762-21.4% |
| Participant deferral / active EE | $11,621 | $6,676+74.1% | $6,271+85.3% | $5,983+94.3% |
| Admin fee / account holder | $861 | $10,999-92.2% | $8,083-89.4% | $11,248-92.3% |