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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 | $27,856 | $201,344-86.2% | $184,243-84.9% | $145,877-80.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 29.43% | 29.01%+0.4pp | 28.82%+0.6pp | 551.28%-521.9pp |
| Employer contribution / active EE | $13,031 | $7,022+85.6% | $6,427+102.8% | $4,663+179.5% |
| Participant deferral / active EE | $8,104 | $9,807-17.4% | $9,132-11.3% | $6,691+21.1% |
| Admin fee / account holder | $770 | $16,382-95.3% | $13,914-94.5% | $13,402-94.3% |