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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 | $156,398-34.4% | $147,318-30.4% | $138,895-26.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.24% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $24,277 | $4,853+400.2% | $4,593+428.6% | $4,194+478.8% |
| Participant deferral / active EE | $10,000 | $8,237+21.4% | $7,906+26.5% | $6,396+56.3% |
| Admin fee / account holder | $681 | $14,976-95.5% | $13,708-95.0% | $12,562-94.6% |