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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 | $156,617 | $124,330+26.0% | $109,173+43.5% | $167,536-6.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.44% | 26.04%-8.6pp | 25.75%-8.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $14,540 | $4,209+245.4% | $3,723+290.5% | $4,839+200.5% |
| Participant deferral / active EE | $13,920 | $5,256+164.8% | $4,654+199.1% | $6,342+119.5% |
| Admin fee / account holder | $1,560 | $7,974-80.4% | $6,755-76.9% | $12,315-87.3% |