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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 | $25,242 | $159,934-84.2% | $147,005-82.8% | $145,959-82.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,161 | $5,287-59.1% | $4,934-56.2% | $4,661-53.6% |
| Participant deferral / active EE | $10,267 | $8,427+21.8% | $8,070+27.2% | $6,689+53.5% |
| Admin fee / account holder | $989 | $15,053-93.4% | $13,006-92.4% | $13,398-92.6% |