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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 | $120,930 | $178,174-32.1% | $156,181-22.6% | $137,256-11.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.55% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $10,413 | $4,972+109.5% | $4,294+142.5% | $4,156+150.6% |
| Participant deferral / active EE | $22,553 | $6,888+227.4% | $6,132+267.8% | $6,407+252.0% |
| Admin fee / account holder | $2,023 | $17,404-88.4% | $14,586-86.1% | $12,270-83.5% |