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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 | $103,500 | $201,259-48.6% | $184,200-43.8% | $145,959-29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.87% | 28.98%-17.1pp | 28.80%-16.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $14,174 | $7,018+102.0% | $6,424+120.6% | $4,661+204.1% |
| Participant deferral / active EE | $7,297 | $9,806-25.6% | $9,132-20.1% | $6,689+9.1% |
| Admin fee / account holder | $2,290 | $16,372-86.0% | $13,907-83.5% | $13,398-82.9% |