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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 | $130,500 | $148,623-12.2% | $135,974-4.0% | $139,466-6.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.11% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $16,365 | $5,246+211.9% | $4,859+236.8% | $4,754+244.2% |
| Participant deferral / active EE | $12,688 | $8,103+56.6% | $7,760+63.5% | $6,712+89.0% |
| Admin fee / account holder | $722 | $12,406-94.2% | $10,767-93.3% | $11,409-93.7% |