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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 | $121,410 | $201,370-39.7% | $184,256-34.1% | $145,897-16.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.95% | 29.05%-12.1pp | 28.85%-11.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $20,123 | $7,024+186.5% | $6,427+213.1% | $4,663+331.6% |
| Participant deferral / active EE | $12,474 | $9,808+27.2% | $9,133+36.6% | $6,689+86.5% |
| Admin fee / account holder | $1,895 | $16,364-88.4% | $13,899-86.4% | $13,390-85.8% |