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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 | $194,427 | $106,247+83.0% | $96,515+101.4% | $139,466+39.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.30% | 38.47%-19.2pp | 35.73%-16.4pp | 373.66%-354.4pp |
| Employer contribution / active EE | $9,981 | $4,106+143.1% | $3,740+166.9% | $4,754+109.9% |
| Participant deferral / active EE | $9,342 | $5,456+71.2% | $4,880+91.4% | $6,712+39.2% |
| Admin fee / account holder | $15,283 | $7,885+93.8% | $6,735+126.9% | $11,409+34.0% |