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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 | $99,167 | $111,535-11.1% | $105,223-5.8% | $137,256-27.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 34.66% | 237.85%-203.2pp | 180.65%-146.0pp | 220.34%-185.7pp |
| Employer contribution / active EE | $18,881 | $3,939+379.3% | $3,689+411.9% | $4,156+354.3% |
| Participant deferral / active EE | $13,515 | $5,500+145.7% | $5,072+166.5% | $6,407+110.9% |
| Admin fee / account holder | $2,293 | $9,721-76.4% | $8,859-74.1% | $12,270-81.3% |