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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 | $109,315 | $148,629-26.5% | $135,982-19.6% | $139,487-21.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.45% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $13,403 | $5,247+155.5% | $4,859+175.8% | $4,755+181.9% |
| Participant deferral / active EE | $5,568 | $8,102-31.3% | $7,760-28.3% | $6,713-17.1% |
| Admin fee / account holder | $684 | $12,406-94.5% | $10,767-93.7% | $11,407-94.0% |