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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 | $105,174 | $132,099-20.4% | $115,599-9.0% | $138,895-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 11.52% | 176.76%-165.2pp | 111.10%-99.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $6,090 | $3,416+78.3% | $2,955+106.0% | $4,194+45.2% |
| Participant deferral / active EE | $15,732 | $5,617+180.1% | $4,889+221.8% | $6,396+146.0% |
| Admin fee / account holder | $1,005 | $15,650-93.6% | $12,841-92.2% | $12,562-92.0% |