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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 | $38,264 | $99,875-61.7% | $146,866-73.9% | $86,983-56.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.64% | 28.10%-7.5pp | 102.85%-82.2pp | 25.83%-5.2pp |
| Employer contribution / active EE | $8,675 | $3,224+169.0% | $4,425+96.1% | $2,584+235.6% |
| Participant deferral / active EE | $16,957 | $6,322+168.2% | $7,759+118.5% | $4,194+304.3% |
| Admin fee / account holder | $11,868 | $7,838+51.4% | $13,620-12.9% | $7,856+51.1% |