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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 | $138,881 | $112,131+23.9% | $95,964+44.7% | $158,982-12.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.52% | 171.19%-158.7pp | 91.64%-79.1pp | 302.99%-290.5pp |
| Employer contribution / active EE | $11,304 | $3,199+253.3% | $2,541+344.8% | $4,763+137.3% |
| Participant deferral / active EE | $6,815 | $4,784+42.5% | $4,167+63.6% | $5,983+13.9% |
| Admin fee / account holder | $4,411 | $10,136-56.5% | $6,797-35.1% | $11,252-60.8% |