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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 | $65,580 | $211,288-69.0% | $178,540-63.3% | $145,884-55.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.53% | 30.27%-17.7pp | 27.15%-14.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $10,908 | $4,574+138.5% | $3,953+175.9% | $4,662+134.0% |
| Participant deferral / active EE | $22,939 | $6,967+229.3% | $6,281+265.2% | $6,690+242.9% |
| Admin fee / account holder | $30,190 | $12,105+149.4% | $10,424+189.6% | $13,392+125.4% |