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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 | $110,852 | $152,592-27.4% | $125,180-11.4% | $152,885-27.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.14% | 54.84%-36.7pp | 43.79%-25.7pp | 345.39%-327.2pp |
| Employer contribution / active EE | $13,380 | $4,947+170.5% | $3,866+246.1% | $4,763+180.9% |
| Participant deferral / active EE | $10,364 | $5,868+76.6% | $4,937+109.9% | $5,851+77.1% |
| Admin fee / account holder | $68,854 | $13,435+412.5% | $9,703+609.6% | $11,598+493.7% |