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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 | $114,239 | $180,749-36.8% | $160,784-28.9% | $137,256-16.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.47% | 2234.46%-2220.0pp | 1803.92%-1789.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,268 | $4,155+2.7% | $3,733+14.3% | $4,156+2.7% |
| Participant deferral / active EE | $4,382 | $6,844-36.0% | $6,293-30.4% | $6,407-31.6% |
| Admin fee / account holder | $14,806 | $10,397+42.4% | $9,717+52.4% | $12,270+20.7% |