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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 | $144,289 | $70,366+105.1% | $66,674+116.4% | $138,895+3.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 21.79% | 386.41%-364.6pp | 321.24%-299.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $6,368 | $2,765+130.3% | $2,620+143.0% | $4,194+51.8% |
| Participant deferral / active EE | $16,669 | $4,374+281.1% | $4,084+308.2% | $6,396+160.6% |
| Admin fee / account holder | $422 | $5,262-92.0% | $5,098-91.7% | $12,562-96.6% |