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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 | $76,586 | $167,483-54.3% | $115,752-33.8% | $147,586-48.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 20.10% | 12.11%+8.0pp | 19.41%+0.7pp | 578.59%-558.5pp |
| Employer contribution / active EE | $13,003 | $4,960+162.2% | $3,492+272.4% | $4,876+166.7% |
| Participant deferral / active EE | $13,500 | $7,037+91.8% | $5,204+159.4% | $5,439+148.2% |
| Admin fee / account holder | $783 | $13,069-94.0% | $6,278-87.5% | $10,886-92.8% |