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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 | $104,996 | $211,105-50.3% | $178,449-41.2% | $145,978-28.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.29% | 30.19%-7.9pp | 27.09%-4.8pp | 550.52%-528.2pp |
| Employer contribution / active EE | $1,899 | $4,569-58.4% | $3,951-51.9% | $4,662-59.3% |
| Participant deferral / active EE | $10,990 | $6,959+57.9% | $6,277+75.1% | $6,690+64.3% |
| Admin fee / account holder | $505 | $12,017-95.8% | $10,362-95.1% | $13,400-96.2% |