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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 | $97,578 | $166,242-41.3% | $165,071-40.9% | $145,884-33.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.84% | 100.44%-84.6pp | 70.17%-54.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $14,939 | $5,283+182.8% | $4,347+243.6% | $4,662+220.4% |
| Participant deferral / active EE | $33,391 | $6,964+379.5% | $6,035+453.3% | $6,690+399.1% |
| Admin fee / account holder | $8,247 | $16,658-50.5% | $12,695-35.0% | $13,392-38.4% |