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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 | $112,885 | $208,088-45.8% | $186,193-39.4% | $154,746-27.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.99% | 89.97%-69.0pp | 78.03%-57.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $21,184 | $4,340+388.1% | $3,918+440.7% | $4,379+383.8% |
| Participant deferral / active EE | $18,025 | $7,078+154.7% | $6,513+176.8% | $6,730+167.8% |
| Admin fee / account holder | $5,953 | $11,698-49.1% | $11,058-46.2% | $14,365-58.6% |