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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 | $92,753 | $111,535-16.8% | $105,223-11.9% | $137,256-32.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.17% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $13,885 | $3,939+252.5% | $3,689+276.4% | $4,156+234.1% |
| Participant deferral / active EE | $7,913 | $5,500+43.9% | $5,072+56.0% | $6,407+23.5% |
| Admin fee / account holder | $510 | $9,721-94.8% | $8,859-94.2% | $12,270-95.8% |