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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 | $111,901 | $148,558-24.7% | $135,925-17.7% | $139,427-19.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 79.22%-67.1pp | 68.25%-56.1pp | 373.27%-361.1pp |
| Employer contribution / active EE | $14,571 | $5,244+177.9% | $4,857+200.0% | $4,752+206.7% |
| Participant deferral / active EE | $18,256 | $8,101+125.3% | $7,759+135.3% | $6,711+172.0% |
| Admin fee / account holder | $18,538 | $12,401+49.5% | $10,764+72.2% | $11,404+62.5% |