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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 | $104,297 | $209,425-50.2% | $178,499-41.6% | $158,966-34.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.45% | 188.80%-172.3pp | 151.10%-134.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $22,847 | $5,707+300.3% | $5,011+355.9% | $4,762+379.7% |
| Participant deferral / active EE | $15,792 | $5,955+165.2% | $5,202+203.6% | $5,983+163.9% |
| Admin fee / account holder | $4,304 | $17,078-74.8% | $13,986-69.2% | $11,250-61.7% |