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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 | $99,580 | $183,516-45.7% | $155,534-36.0% | $145,884-31.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.68% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $15,914 | $5,315+199.4% | $4,675+240.4% | $4,662+241.3% |
| Participant deferral / active EE | $10,921 | $6,467+68.9% | $5,630+94.0% | $6,690+63.3% |
| Admin fee / account holder | $590 | $19,293-96.9% | $15,900-96.3% | $13,392-95.6% |