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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 | $36,409 | $166,268-78.1% | $165,100-77.9% | $145,897-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.90% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $10,081 | $5,284+90.8% | $4,348+131.9% | $4,663+116.2% |
| Participant deferral / active EE | $4,675 | $6,964-32.9% | $6,035-22.5% | $6,689-30.1% |
| Admin fee / account holder | $325 | $16,659-98.1% | $12,696-97.4% | $13,390-97.6% |