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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 | $122,915 | $165,361-25.7% | $149,715-17.9% | $158,950-22.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.89% | 348.24%-338.3pp | 276.66%-266.8pp | 302.91%-293.0pp |
| Employer contribution / active EE | $12,138 | $5,103+137.9% | $4,645+161.3% | $4,762+154.9% |
| Participant deferral / active EE | $13,761 | $7,182+91.6% | $6,842+101.1% | $5,983+130.0% |
| Admin fee / account holder | $5,627 | $10,808-47.9% | $9,310-39.6% | $11,248-50.0% |