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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 | $95,551 | $108,922-12.3% | $100,398-4.8% | $145,978-34.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.35% | 58.04%-42.7pp | 49.32%-34.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $20,087 | $4,426+353.9% | $3,946+409.1% | $4,662+330.9% |
| Participant deferral / active EE | $15,000 | $8,450+77.5% | $8,084+85.5% | $6,690+124.2% |
| Admin fee / account holder | $451 | $9,680-95.3% | $7,893-94.3% | $13,400-96.6% |