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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 | $102,035 | $209,405-51.3% | $178,486-42.8% | $158,931-35.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.05% | 188.77%-176.7pp | 151.08%-139.0pp | 302.86%-290.8pp |
| Employer contribution / active EE | $15,400 | $5,707+169.9% | $5,011+207.3% | $4,761+223.4% |
| Participant deferral / active EE | $15,122 | $5,954+154.0% | $5,202+190.7% | $5,982+152.8% |
| Admin fee / account holder | $1,844 | $17,076-89.2% | $13,985-86.8% | $11,247-83.6% |