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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 | $128,821 | $106,280+21.2% | $96,538+33.4% | $139,487-7.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 38.48%-19.5pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $29,025 | $4,107+606.7% | $3,740+676.0% | $4,755+510.5% |
| Participant deferral / active EE | $14,008 | $5,457+156.7% | $4,880+187.0% | $6,713+108.7% |
| Admin fee / account holder | $465 | $7,888-94.1% | $6,737-93.1% | $11,407-95.9% |