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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 | $108,299 | $165,361-34.5% | $149,715-27.7% | $158,950-31.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.67% | 348.24%-323.6pp | 276.66%-252.0pp | 302.91%-278.2pp |
| Employer contribution / active EE | $11,535 | $5,103+126.0% | $4,645+148.3% | $4,762+142.2% |
| Participant deferral / active EE | $19,313 | $7,182+168.9% | $6,842+182.3% | $5,983+222.8% |
| Admin fee / account holder | $559 | $10,808-94.8% | $9,310-94.0% | $11,248-95.0% |