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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 | $128,807 | $275,752-53.3% | $256,809-49.8% | $198,609-35.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 10.74% | 34.81%-24.1pp | 32.73%-22.0pp | 202.70%-192.0pp |
| Employer contribution / active EE | $11,100 | $7,721+43.8% | $7,263+52.8% | $5,055+119.6% |
| Participant deferral / active EE | $36,255 | $10,037+261.2% | $9,520+280.8% | $6,977+419.7% |
| Admin fee / account holder | $118,460 | $25,716+360.7% | $25,146+371.1% | $19,030+522.5% |