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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 | $132,353 | $185,905-28.8% | $170,057-22.2% | $139,487-5.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.31% | 60.56%-40.3pp | 53.42%-33.1pp | 373.84%-353.5pp |
| Employer contribution / active EE | $20,619 | $7,597+171.4% | $6,790+203.6% | $4,755+333.7% |
| Participant deferral / active EE | $18,655 | $11,627+60.5% | $10,411+79.2% | $6,713+177.9% |
| Admin fee / account holder | $630 | $15,397-95.9% | $12,826-95.1% | $11,407-94.5% |