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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 | $29,467 | $154,467-80.9% | $130,270-77.4% | $139,487-78.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 12.84% | 30.58%-17.7pp | 38.89%-26.1pp | 373.84%-361.0pp |
| Employer contribution / active EE | $6,372 | $5,175+23.1% | $4,128+54.4% | $4,755+34.0% |
| Participant deferral / active EE | $8,314 | $8,497-2.2% | $6,797+22.3% | $6,713+23.9% |
| Admin fee / account holder | $35,228 | $9,222+282.0% | $6,022+485.0% | $11,407+208.8% |