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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 | $190,210 | $124,351+53.0% | $109,188+74.2% | $167,553+13.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.05% | 26.04%-11.0pp | 25.76%-10.7pp | 478.89%-463.8pp |
| Employer contribution / active EE | $31,040 | $4,210+637.3% | $3,723+733.7% | $4,840+541.4% |
| Participant deferral / active EE | $19,661 | $5,257+274.0% | $4,654+322.4% | $6,343+210.0% |
| Admin fee / account holder | $869 | $7,975-89.1% | $6,755-87.1% | $12,316-92.9% |