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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 | $26,127 | $156,398-83.3% | $147,318-82.3% | $138,895-81.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.17% | 78.75%-47.6pp | 70.43%-39.3pp | 145.39%-114.2pp |
| Employer contribution / active EE | $6,654 | $4,853+37.1% | $4,593+44.9% | $4,194+58.6% |
| Participant deferral / active EE | $8,756 | $8,237+6.3% | $7,906+10.7% | $6,396+36.9% |
| Admin fee / account holder | $2,501 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |