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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 | $106,662 | $162,821-34.5% | $133,978-20.4% | $158,982-32.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 41.95%-25.4pp | 45.10%-28.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $22,756 | $4,976+357.3% | $3,919+480.7% | $4,763+377.8% |
| Participant deferral / active EE | $14,274 | $5,910+141.5% | $5,047+182.8% | $5,983+138.6% |
| Admin fee / account holder | $1,379 | $11,742-88.3% | $8,930-84.6% | $11,252-87.7% |