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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 | $105,038 | $201,370-47.8% | $184,256-43.0% | $145,897-28.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.84% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $10,924 | $7,024+55.5% | $6,427+70.0% | $4,663+134.3% |
| Participant deferral / active EE | $5,557 | $9,808-43.3% | $9,133-39.2% | $6,689-16.9% |
| Admin fee / account holder | $1,169 | $16,364-92.9% | $13,899-91.6% | $13,390-91.3% |