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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 | $27,141 | $165,399-83.6% | $149,745-81.9% | $158,982-82.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.34%-328.3pp | 276.72%-256.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $6,640 | $5,105+30.1% | $4,646+42.9% | $4,763+39.4% |
| Participant deferral / active EE | $11,860 | $7,183+65.1% | $6,843+73.3% | $5,983+98.2% |
| Admin fee / account holder | $8,546 | $10,811-21.0% | $9,312-8.2% | $11,252-24.0% |