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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 | $91,278 | $114,119-20.0% | $107,187-14.8% | $138,895-34.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.96% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $10,833 | $4,059+166.9% | $3,782+186.4% | $4,194+158.3% |
| Participant deferral / active EE | $5,990 | $5,538+8.2% | $5,096+17.5% | $6,396-6.4% |
| Admin fee / account holder | $6,333 | $10,024-36.8% | $9,162-30.9% | $12,562-49.6% |