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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 | $23,512 | $117,829-80.0% | $102,423-77.0% | $145,877-83.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 31.83%-14.0pp | 29.42%-11.6pp | 551.28%-533.5pp |
| Employer contribution / active EE | $5,396 | $3,615+49.3% | $3,023+78.5% | $4,663+15.7% |
| Participant deferral / active EE | $6,979 | $5,732+21.7% | $5,054+38.1% | $6,691+4.3% |
| Admin fee / account holder | $2,765 | $13,335-79.3% | $9,455-70.8% | $13,402-79.4% |