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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 | $107,646 | $154,159-30.2% | $130,026-17.2% | $139,456-22.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.30% | 32.50%-17.2pp | -137.26%+152.6pp | 373.45%-358.1pp |
| Employer contribution / active EE | $10,273 | $5,292+94.1% | $4,321+137.7% | $4,753+116.2% |
| Participant deferral / active EE | $11,643 | $6,710+73.5% | $5,821+100.0% | $6,711+73.5% |
| Admin fee / account holder | $4,030 | $14,001-71.2% | $10,608-62.0% | $11,407-64.7% |