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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 | $111,291 | $196,972-43.5% | $182,262-38.9% | $198,609-44.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.47% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $30,000 | $5,364+459.3% | $5,046+494.6% | $5,055+493.4% |
| Participant deferral / active EE | $21,600 | $8,643+149.9% | $8,276+161.0% | $6,977+209.6% |
| Admin fee / account holder | $32,237 | $18,429+74.9% | $16,712+92.9% | $19,030+69.4% |