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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 | $101,288 | $148,582-31.8% | $135,942-25.5% | $139,456-27.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.99% | 79.26%-63.3pp | 68.28%-52.3pp | 373.45%-357.5pp |
| Employer contribution / active EE | $14,922 | $5,245+184.5% | $4,858+207.2% | $4,753+214.0% |
| Participant deferral / active EE | $12,574 | $8,101+55.2% | $7,759+62.1% | $6,711+87.4% |
| Admin fee / account holder | $1,522 | $12,402-87.7% | $10,764-85.9% | $11,407-86.7% |