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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 | $121,481 | $106,247+14.3% | $96,515+25.9% | $139,466-12.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.01% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $11,820 | $4,106+187.9% | $3,740+216.1% | $4,754+148.6% |
| Participant deferral / active EE | $8,881 | $5,456+62.8% | $4,880+82.0% | $6,712+32.3% |
| Admin fee / account holder | $2,950 | $7,885-62.6% | $6,735-56.2% | $11,409-74.1% |