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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 | $14,324 | $109,372-86.9% | $89,414-84.0% | $158,966-91.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 31.99% | 345.55%-313.6pp | 245.50%-213.5pp | 302.95%-271.0pp |
| Employer contribution / active EE | $3,795 | $3,171+19.7% | $2,586+46.7% | $4,762-20.3% |
| Participant deferral / active EE | $13,114 | $4,598+185.2% | $3,890+237.2% | $5,983+119.2% |
| Admin fee / account holder | $3,859 | $6,156-37.3% | $4,883-21.0% | $11,250-65.7% |