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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 | $89,220 | $197,637-54.9% | $177,848-49.8% | $158,982-43.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.28% | 58.77%-46.5pp | 48.33%-36.1pp | 302.99%-290.7pp |
| Employer contribution / active EE | $16,959 | $6,698+153.2% | $5,919+186.5% | $4,763+256.1% |
| Participant deferral / active EE | $9,500 | $8,405+13.0% | $7,714+23.2% | $5,983+58.8% |
| Admin fee / account holder | $744 | $15,406-95.2% | $12,431-94.0% | $11,252-93.4% |