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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 | $140,292 | $228,395-38.6% | $185,861-24.5% | $158,982-11.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.91% | 40.82%-30.9pp | 35.96%-26.1pp | 302.99%-293.1pp |
| Employer contribution / active EE | $24,902 | $4,968+401.3% | $4,088+509.2% | $4,763+422.8% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $811 | $11,869-93.2% | $9,503-91.5% | $11,252-92.8% |