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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 | $168,770 | $106,247+58.8% | $96,515+74.9% | $139,466+21.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.57% | 38.47%-20.9pp | 35.73%-18.2pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $17,500 | $5,456+220.8% | $4,880+258.6% | $6,712+160.7% |
| Admin fee / account holder | $302 | $7,885-96.2% | $6,735-95.5% | $11,409-97.4% |