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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 | $109,576 | $152,619-28.2% | $125,195-12.5% | $152,909-28.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.24% | 54.85%-32.6pp | 43.79%-21.6pp | 345.46%-323.2pp |
| Employer contribution / active EE | $10,480 | $4,947+111.8% | $3,866+171.1% | $4,764+120.0% |
| Participant deferral / active EE | $6,559 | $5,869+11.8% | $4,937+32.8% | $5,851+12.1% |
| Admin fee / account holder | $1,391 | $13,437-89.6% | $9,704-85.7% | $11,601-88.0% |