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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 | $119,819 | $212,386-43.6% | $199,883-40.1% | $138,895-13.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 17.58% | 47.75%-30.2pp | 43.81%-26.2pp | 145.39%-127.8pp |
| Employer contribution / active EE | $10,000 | $6,625+51.0% | $6,261+59.7% | $4,194+138.4% |
| Participant deferral / active EE | $31,000 | $9,617+222.3% | $9,138+239.2% | $6,396+384.7% |
| Admin fee / account holder | $1,350 | $18,233-92.6% | $17,268-92.2% | $12,562-89.3% |