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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 | $83,498 | $96,731-13.7% | $123,973-32.6% | $86,983-4.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 13.03% | 17.33%-4.3pp | 388.13%-375.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $20,832 | $3,297+531.9% | $4,126+404.9% | $2,584+706.1% |
| Participant deferral / active EE | $2,905 | $4,152-30.0% | $5,247-44.6% | $4,194-30.7% |
| Admin fee / account holder | $15,810 | $8,722+81.3% | $11,799+34.0% | $7,856+101.3% |