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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 | $103,258 | $165,381-37.6% | $149,730-31.0% | $158,966-35.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.11% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $12,844 | $5,104+151.6% | $4,645+176.5% | $4,762+169.7% |
| Participant deferral / active EE | $9,333 | $7,182+29.9% | $6,843+36.4% | $5,983+56.0% |
| Admin fee / account holder | $1,171 | $10,809-89.2% | $9,310-87.4% | $11,250-89.6% |