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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 | $118,168 | $148,623-20.5% | $135,974-13.1% | $139,466-15.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.04% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $12,085 | $5,246+130.3% | $4,859+148.7% | $4,754+154.2% |
| Participant deferral / active EE | $6,595 | $8,103-18.6% | $7,760-15.0% | $6,712-1.7% |
| Admin fee / account holder | $24,855 | $12,406+100.4% | $10,767+130.9% | $11,409+117.9% |