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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 | $112,118 | $166,242-32.6% | $165,071-32.1% | $145,884-23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.64% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $10,986 | $5,283+108.0% | $4,347+152.7% | $4,662+135.6% |
| Participant deferral / active EE | $9,507 | $6,964+36.5% | $6,035+57.5% | $6,690+42.1% |
| Admin fee / account holder | $24,999 | $16,658+50.1% | $12,695+96.9% | $13,392+86.7% |