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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 | $77,904 | $114,119-31.7% | $107,187-27.3% | $138,895-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.58% | 273.21%-261.6pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $12,288 | $4,059+202.7% | $3,782+224.9% | $4,194+193.0% |
| Participant deferral / active EE | $11,893 | $5,538+114.8% | $5,096+133.4% | $6,396+85.9% |
| Admin fee / account holder | $131,917 | $10,024+1216.1% | $9,162+1339.8% | $12,562+950.1% |