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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 | $88,148 | $196,972-55.2% | $182,262-51.6% | $198,609-55.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.66% | 158.27%-136.6pp | 140.60%-118.9pp | 202.70%-181.0pp |
| Employer contribution / active EE | $14,580 | $5,364+171.8% | $5,046+188.9% | $5,055+188.4% |
| Participant deferral / active EE | $15,961 | $8,643+84.7% | $8,276+92.9% | $6,977+128.8% |
| Admin fee / account holder | $342 | $18,429-98.1% | $16,712-98.0% | $19,030-98.2% |