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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 | $102,342 | $112,935-9.4% | $90,970+12.5% | $158,966-35.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.02% | 215.79%-192.8pp | 134.58%-111.6pp | 302.95%-279.9pp |
| Employer contribution / active EE | $26,608 | $2,895+819.3% | $2,122+1153.6% | $4,762+458.7% |
| Participant deferral / active EE | $17,911 | $4,129+333.8% | $3,373+430.9% | $5,983+199.4% |
| Admin fee / account holder | $343 | $8,045-95.7% | $5,960-94.2% | $11,250-97.0% |