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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 | $35,198 | $111,535-68.4% | $105,223-66.5% | $137,256-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.97% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $8,304 | $3,939+110.8% | $3,689+125.1% | $4,156+99.8% |
| Participant deferral / active EE | $7,410 | $5,500+34.7% | $5,072+46.1% | $6,407+15.7% |
| Admin fee / account holder | $20,649 | $9,721+112.4% | $8,859+133.1% | $12,270+68.3% |