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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 | $109,953 | $152,592-27.9% | $125,180-12.2% | $152,885-28.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.61% | 54.84%-44.2pp | 43.79%-33.2pp | 345.39%-334.8pp |
| Employer contribution / active EE | $24,443 | $4,947+394.1% | $3,866+532.3% | $4,763+413.2% |
| Participant deferral / active EE | $14,504 | $5,868+147.2% | $4,937+193.8% | $5,851+147.9% |
| Admin fee / account holder | $437 | $13,435-96.7% | $9,703-95.5% | $11,598-96.2% |