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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 | $35,971 | $199,109-81.9% | $173,730-79.3% | $154,746-76.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 9.63% | 20.02%-10.4pp | 19.96%-10.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $16,308 | $5,311+207.0% | $4,577+256.3% | $4,379+272.4% |
| Participant deferral / active EE | $3,144 | $7,113-55.8% | $6,326-50.3% | $6,730-53.3% |
| Admin fee / account holder | $12,056 | $20,916-42.4% | $17,523-31.2% | $14,365-16.1% |