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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 | $106,929 | $197,637-45.9% | $177,848-39.9% | $158,982-32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.44% | 58.77%-47.3pp | 48.33%-36.9pp | 302.99%-291.5pp |
| Employer contribution / active EE | $7,423 | $6,698+10.8% | $5,919+25.4% | $4,763+55.8% |
| Participant deferral / active EE | $17,441 | $8,405+107.5% | $7,714+126.1% | $5,983+191.5% |
| Admin fee / account holder | $10,073 | $15,406-34.6% | $12,431-19.0% | $11,252-10.5% |