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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 | $173,671 | $106,267+63.4% | $96,520+79.9% | $139,456+24.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 38.45%-17.8pp | 35.72%-15.0pp | 373.45%-352.8pp |
| Employer contribution / active EE | $12,892 | $4,105+214.1% | $3,739+244.8% | $4,753+171.2% |
| Participant deferral / active EE | $9,874 | $5,454+81.0% | $4,879+102.4% | $6,711+47.1% |
| Admin fee / account holder | $3,020 | $7,882-61.7% | $6,733-55.2% | $11,407-73.5% |