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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 | $32,679 | $181,062-82.0% | $158,223-79.3% | $155,188-78.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 30.74% | 57.39%-26.6pp | 52.09%-21.3pp | 148.84%-118.1pp |
| Employer contribution / active EE | $7,568 | $4,565+65.8% | $4,109+84.2% | $4,248+78.2% |
| Participant deferral / active EE | $14,626 | $6,134+138.4% | $5,467+167.5% | $6,531+123.9% |
| Admin fee / account holder | $12,656 | $18,825-32.8% | $16,047-21.1% | $14,480-12.6% |