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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 | $94,131 | $100,262-6.1% | $81,370+15.7% | $145,897-35.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.93% | 34.52%-23.6pp | 24.85%-13.9pp | 552.29%-541.4pp |
| Employer contribution / active EE | $9,975 | $2,979+234.9% | $2,464+304.8% | $4,663+113.9% |
| Participant deferral / active EE | $9,567 | $4,612+107.4% | $3,885+146.2% | $6,689+43.0% |
| Admin fee / account holder | $23,465 | $8,163+187.5% | $5,749+308.1% | $13,390+75.2% |