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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 | $75,102 | $110,379-32.0% | $102,412-26.7% | $145,884-48.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.31% | 24.84%-10.5pp | 24.94%-10.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $20,992 | $4,216+397.9% | $3,870+442.4% | $4,662+350.2% |
| Participant deferral / active EE | $13,603 | $5,622+142.0% | $5,060+168.8% | $6,690+103.3% |
| Admin fee / account holder | $42,155 | $9,745+332.6% | $8,388+402.6% | $13,392+214.8% |