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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 | $78,973 | $104,937-24.7% | $84,628-6.7% | $152,897-48.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.20% | 373.88%-351.7pp | 258.80%-236.6pp | 345.43%-323.2pp |
| Employer contribution / active EE | $14,153 | $3,303+328.5% | $2,653+433.5% | $4,764+197.1% |
| Participant deferral / active EE | $13,916 | $4,690+196.7% | $3,900+256.8% | $5,851+137.8% |
| Admin fee / account holder | $561 | $6,243-91.0% | $4,914-88.6% | $11,599-95.2% |