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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 | $15,936 | $134,817-88.2% | $123,973-87.1% | $155,188-89.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.78% | 515.49%-492.7pp | 388.13%-365.3pp | 148.84%-126.1pp |
| Employer contribution / active EE | $4,190 | $4,425-5.3% | $4,126+1.6% | $4,248-1.4% |
| Participant deferral / active EE | $6,578 | $5,706+15.3% | $5,247+25.4% | $6,531+0.7% |
| Admin fee / account holder | $8,774 | $13,245-33.8% | $11,799-25.6% | $14,480-39.4% |