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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 | $136,543 | $110,379+23.7% | $102,412+33.3% | $145,884-6.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.91% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $13,588 | $4,216+222.3% | $3,870+251.1% | $4,662+191.4% |
| Participant deferral / active EE | $8,314 | $5,622+47.9% | $5,060+64.3% | $6,690+24.3% |
| Admin fee / account holder | $1,233 | $9,745-87.3% | $8,388-85.3% | $13,392-90.8% |