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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 | $102,264 | $232,540-56.0% | $185,117-44.8% | $147,586-30.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.71% | 43.03%-30.3pp | 40.50%-27.8pp | 578.59%-565.9pp |
| Employer contribution / active EE | $5,043 | $5,195-2.9% | $4,182+20.6% | $4,876+3.4% |
| Participant deferral / active EE | $19,991 | $5,834+242.7% | $5,045+296.3% | $5,439+267.6% |
| Admin fee / account holder | $6,325 | $10,275-38.4% | $8,159-22.5% | $10,886-41.9% |