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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 | $192,821 | $201,344-4.2% | $184,243+4.7% | $145,877+32.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.42% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $24,379 | $7,022+247.1% | $6,427+279.3% | $4,663+422.8% |
| Participant deferral / active EE | $19,374 | $9,807+97.6% | $9,132+112.1% | $6,691+189.6% |
| Admin fee / account holder | $10,000 | $16,382-39.0% | $13,914-28.1% | $13,402-25.4% |