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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 | $111,632 | $197,637-43.5% | $177,848-37.2% | $158,982-29.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.72% | 58.77%-25.0pp | 48.33%-14.6pp | 302.99%-269.3pp |
| Employer contribution / active EE | $17,189 | $6,698+156.6% | $5,919+190.4% | $4,763+260.9% |
| Participant deferral / active EE | $10,938 | $8,405+30.1% | $7,714+41.8% | $5,983+82.8% |
| Admin fee / account holder | $1,944 | $15,406-87.4% | $12,431-84.4% | $11,252-82.7% |