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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 | $99,260 | $148,623-33.2% | $135,974-27.0% | $139,466-28.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $7,678 | $5,246+46.3% | $4,859+58.0% | $4,754+61.5% |
| Participant deferral / active EE | $31,873 | $8,103+293.4% | $7,760+310.7% | $6,712+374.9% |
| Admin fee / account holder | $62,449 | $12,406+403.4% | $10,767+480.0% | $11,409+447.4% |