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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 | $68,975 | $110,379-37.5% | $102,412-32.6% | $145,884-52.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.17% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $13,865 | $4,216+228.9% | $3,870+258.3% | $4,662+197.4% |
| Participant deferral / active EE | $4,140 | $5,622-26.3% | $5,060-18.2% | $6,690-38.1% |
| Admin fee / account holder | $327 | $9,745-96.6% | $8,388-96.1% | $13,392-97.6% |