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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 | $70,618 | $185,312-61.9% | $161,489-56.3% | $154,746-54.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.06% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $12,000 | $4,769+151.6% | $4,268+181.1% | $4,379+174.0% |
| Participant deferral / active EE | $15,000 | $6,350+136.2% | $5,630+166.4% | $6,730+122.9% |
| Admin fee / account holder | $1,252 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |