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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 | $128,031 | $165,399-22.6% | $149,745-14.5% | $158,982-19.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.76% | 348.34%-338.6pp | 276.72%-267.0pp | 302.99%-293.2pp |
| Employer contribution / active EE | $12,000 | $5,105+135.1% | $4,646+158.3% | $4,763+152.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,349 | $10,811-87.5% | $9,312-85.5% | $11,252-88.0% |