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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 | $22,071 | $148,623-85.1% | $135,974-83.8% | $139,466-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.10% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,743 | $5,246-28.7% | $4,859-23.0% | $4,754-21.3% |
| Participant deferral / active EE | $21,064 | $8,103+160.0% | $7,760+171.4% | $6,712+213.8% |
| Admin fee / account holder | $29,473 | $12,406+137.6% | $10,767+173.7% | $11,409+158.3% |