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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 | $38,448 | $110,379-65.2% | $102,412-62.5% | $145,884-73.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $5,799 | $4,216+37.5% | $3,870+49.8% | $4,662+24.4% |
| Participant deferral / active EE | $5,080 | $5,622-9.6% | $5,060+0.4% | $6,690-24.1% |
| Admin fee / account holder | $882 | $9,745-90.9% | $8,388-89.5% | $13,392-93.4% |