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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 | $29,851 | $73,978-59.6% | $96,515-69.1% | $75,173-60.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.15% | 26.72%-8.6pp | 35.73%-17.6pp | 160.72%-142.6pp |
| Employer contribution / active EE | $7,849 | $2,931+167.8% | $3,740+109.9% | $2,671+193.9% |
| Participant deferral / active EE | $4,275 | $3,660+16.8% | $4,880-12.4% | $4,126+3.6% |
| Admin fee / account holder | $439 | $5,219-91.6% | $6,735-93.5% | $5,651-92.2% |