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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 | $134,359 | $201,370-33.3% | $184,256-27.1% | $145,897-7.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.87% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $36,382 | $7,024+418.0% | $6,427+466.1% | $4,663+680.3% |
| Participant deferral / active EE | $5,750 | $9,808-41.4% | $9,133-37.0% | $6,689-14.0% |
| Admin fee / account holder | $32,722 | $16,364+100.0% | $13,899+135.4% | $13,390+144.4% |