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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 | $191,157 | $106,247+79.9% | $96,515+98.1% | $139,466+37.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.87% | 38.47%-19.6pp | 35.73%-16.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $10,097 | $4,106+145.9% | $3,740+170.0% | $4,754+112.4% |
| Participant deferral / active EE | $12,083 | $5,456+121.5% | $4,880+147.6% | $6,712+80.0% |
| Admin fee / account holder | $794 | $7,885-89.9% | $6,735-88.2% | $11,409-93.0% |