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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 | $108,206 | $183,592-41.1% | $155,567-30.4% | $145,959-25.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.08% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-550.9pp |
| Employer contribution / active EE | $14,142 | $5,315+166.1% | $4,674+202.6% | $4,661+203.4% |
| Participant deferral / active EE | $6,996 | $6,464+8.2% | $5,628+24.3% | $6,689+4.6% |
| Admin fee / account holder | $2,955 | $19,318-84.7% | $15,916-81.4% | $13,398-77.9% |