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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 | $93,297 | $115,810-19.4% | $101,271-7.9% | $158,966-41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.15% | 56.15%-38.0pp | 46.48%-28.3pp | 302.95%-284.8pp |
| Employer contribution / active EE | $14,596 | $4,175+249.6% | $3,660+298.8% | $4,762+206.5% |
| Participant deferral / active EE | $13,751 | $4,958+177.3% | $4,371+214.6% | $5,983+129.8% |
| Admin fee / account holder | $337 | $7,248-95.3% | $5,948-94.3% | $11,250-97.0% |