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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 | $84,678 | $111,535-24.1% | $105,223-19.5% | $137,256-38.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.69% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $14,467 | $3,939+267.2% | $3,689+292.2% | $4,156+248.1% |
| Participant deferral / active EE | $5,567 | $5,500+1.2% | $5,072+9.8% | $6,407-13.1% |
| Admin fee / account holder | $467 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |