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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 | $38,255 | $85,004-55.0% | $76,284-49.9% | $145,959-73.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 14.17% | 13.11%+1.1pp | 13.77%+0.4pp | 561.95%-547.8pp |
| Employer contribution / active EE | $9,261 | $5,265+75.9% | $4,585+102.0% | $4,661+98.7% |
| Participant deferral / active EE | $12,216 | $6,390+91.2% | $5,478+123.0% | $6,689+82.6% |
| Admin fee / account holder | $4,439 | $5,760-22.9% | $5,131-13.5% | $13,398-66.9% |