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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 | $128,294 | $176,794-27.4% | $146,647-12.5% | $167,553-23.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.05% | 24.04%-11.0pp | 22.75%-9.7pp | 478.89%-465.8pp |
| Employer contribution / active EE | $13,678 | $5,161+165.0% | $4,137+230.6% | $4,840+182.6% |
| Participant deferral / active EE | $11,183 | $6,440+73.6% | $5,506+103.1% | $6,343+76.3% |
| Admin fee / account holder | $3,983 | $13,262-70.0% | $10,281-61.3% | $12,316-67.7% |