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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 | $34,485 | $172,111-80.0% | $150,298-77.1% | $137,256-74.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.97% | 69.37%-33.4pp | 62.79%-26.8pp | 220.34%-184.4pp |
| Employer contribution / active EE | $10,880 | $4,636+134.7% | $4,154+161.9% | $4,156+161.8% |
| Participant deferral / active EE | $6,244 | $6,166+1.3% | $5,453+14.5% | $6,407-2.5% |
| Admin fee / account holder | $497 | $16,471-97.0% | $14,116-96.5% | $12,270-96.0% |