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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 | $17,857 | $183,539-90.3% | $155,556-88.5% | $145,897-87.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $7,321 | $5,315+37.7% | $4,675+56.6% | $4,663+57.0% |
| Participant deferral / active EE | $7,533 | $6,467+16.5% | $5,631+33.8% | $6,689+12.6% |
| Admin fee / account holder | $22,757 | $19,275+18.1% | $15,885+43.3% | $13,390+69.9% |