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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 | $64,555 | $114,119-43.4% | $107,187-39.8% | $138,895-53.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.02% | 273.21%-259.2pp | 204.55%-190.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $10,730 | $4,059+164.4% | $3,782+183.7% | $4,194+155.8% |
| Participant deferral / active EE | $11,882 | $5,538+114.6% | $5,096+133.2% | $6,396+85.8% |
| Admin fee / account holder | $619 | $10,024-93.8% | $9,162-93.2% | $12,562-95.1% |