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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 | $128,137 | $208,088-38.4% | $186,193-31.2% | $154,746-17.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.72% | 89.97%-74.3pp | 78.03%-62.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $14,483 | $4,340+233.7% | $3,918+269.6% | $4,379+230.7% |
| Participant deferral / active EE | $14,211 | $7,078+100.8% | $6,513+118.2% | $6,730+111.1% |
| Admin fee / account holder | $771 | $11,698-93.4% | $11,058-93.0% | $14,365-94.6% |