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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 | $103,748 | $210,698-50.8% | $178,014-41.7% | $145,959-28.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.09% | 386.27%-369.2pp | 294.80%-277.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $17,510 | $4,567+283.4% | $3,950+343.3% | $4,661+275.7% |
| Participant deferral / active EE | $19,669 | $6,958+182.7% | $6,276+213.4% | $6,689+194.1% |
| Admin fee / account holder | $6,093 | $12,016-49.3% | $10,362-41.2% | $13,398-54.5% |