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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 | $18,409 | $124,425-85.2% | $112,040-83.6% | $137,256-86.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.31% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,854 | $3,411+71.6% | $2,954+98.2% | $4,156+40.9% |
| Participant deferral / active EE | $4,982 | $5,718-12.9% | $5,098-2.3% | $6,407-22.2% |
| Admin fee / account holder | $471 | $15,207-96.9% | $12,098-96.1% | $12,270-96.2% |