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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 | $20,735 | $148,629-86.0% | $135,982-84.8% | $139,487-85.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.73% | 79.33%-45.6pp | 68.32%-34.6pp | 373.84%-340.1pp |
| Employer contribution / active EE | $6,519 | $5,247+24.3% | $4,859+34.2% | $4,755+37.1% |
| Participant deferral / active EE | $12,237 | $8,102+51.0% | $7,760+57.7% | $6,713+82.3% |
| Admin fee / account holder | $1,209 | $12,406-90.3% | $10,767-88.8% | $11,407-89.4% |