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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 | $103,281 | $141,001-26.8% | $112,228-8.0% | $139,487-26.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.74% | 32.75%-17.0pp | 30.23%-14.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $21,804 | $4,285+408.8% | $3,432+535.4% | $4,755+358.6% |
| Participant deferral / active EE | $30,000 | $5,877+410.4% | $4,800+525.0% | $6,713+346.9% |
| Admin fee / account holder | $381 | $9,959-96.2% | $7,752-95.1% | $11,407-96.7% |