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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 | $102,525 | $154,228-33.5% | $145,433-29.5% | $137,256-25.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.24% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $24,277 | $4,804+405.4% | $4,554+433.0% | $4,156+484.1% |
| Participant deferral / active EE | $10,000 | $8,216+21.7% | $7,897+26.6% | $6,407+56.1% |
| Admin fee / account holder | $681 | $14,344-95.3% | $13,129-94.8% | $12,270-94.4% |