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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 | $29,806 | $94,766-68.5% | $112,923-73.6% | $139,487-78.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.62% | 40.96%-22.3pp | 34.13%-15.5pp | 373.84%-355.2pp |
| Employer contribution / active EE | $6,550 | $4,636+41.3% | $4,570+43.3% | $4,755+37.8% |
| Participant deferral / active EE | $24,010 | $6,523+268.1% | $6,520+268.3% | $6,713+257.7% |
| Admin fee / account holder | $8,063 | $8,529-5.5% | $7,046+14.4% | $11,407-29.3% |